Paraplanner/ Associate - Transparent career path to become an Adviser n
Well-established, growing advice firm thatprovides holistic advice to a loyal client base.
Responsibilities n
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Prepare Statements of Advice (SOAs + ROAs) and other financial planning documents
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Perform in-depth research on investment products, insurance policies, and financial strategies
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Assist with portfolio rebalancing, executing trades, and monitoring client accounts
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Provide ongoing support to financial planners and other members of the support team
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Experience nn
Minimum of 1 years' experienceas a Paraplanner
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Proficiency in financial planning software (e.g., Xplan)
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Solid analytical and problem-solving skills
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Attention to detail
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J-18808-Ljbffr
📌 Paraplanner/ Associate Clear Career Path To Become An Adviser Sydney
🏢 Vivere Recruitment Group
📍 Sydney
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