About the roleJoin a growing financial planning team supporting Senior Advisers across a broad and complex client base.
You'll assist with strategy development, prepare advice documents and attend client meetings while building your long-term career in financial advice.Prepare SOA's and supporting advice documentsAttend client meetings with Senior AdvisersAssist with strategy research and modellingManage client follow-up and oversee implementation tasksMaintain accurate records and workflows in XplanSkills & Experience2+ years of experience as a Paraplanner or Associate AdviserStrong SOA writing capabilityExperience attending client meetings and developing holistic advice strategiesXplan experience essentialStrong written and verbal communication skillsBenefitsMentorship from experienced Senior AdvisersExposure to complex client strategiesOngoing training and career progressionFuture Professional Year mentorshipFriendly and supportive team cultureAbout the Company/CultureThis established advisory business has been supporting clients for over 40 years across financial planning, accounting and insurance services.
The business works with a diverse client base, from retail investors through to high-income professionals and complex family groups.People enjoy working here because of the collaborative and social environment.
The team is professional while maintaining a genuine family feel, with robust mentoring, hands-on learning and long-term career development on offer.
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