Paraplanner/ Associate - Transparent career path to become an Adviser
Well-established, growing advice firm thatprovides holistic advice to a loyal client base.
Responsibilities
Prepare Statements of Advice (SOAs + ROAs) and other financial planning documents
Perform in-depth research on investment products, insurance policies, and financial strategies
Assist with portfolio rebalancing, executing trades, and monitoring client accounts
Provide ongoing support to financial planners and other members of the support team
Experience
Minimum of 1 years' experienceas a Paraplanner
Proficiency in financial planning software (e.g., Xplan)
Robust analytical and problem-solving skills
Attention to detail
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📌 Paraplanner/ Associate Clear Career Path To Become An Adviser Sydney (Australia)
🏢 Vivere Recruitment Group
📍 Australia
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