Paraplanner/ Associate - Clear Career Path To Become An Adviser (Sydney)

Paraplanner/ Associate - Clear Career Path To Become An Adviser (Sydney)

11 Oct
|
Vivere Recruitment Group
|
Sydney

11 Oct

Vivere Recruitment Group

Sydney

Paraplanner/ Associate - Clear career path to become an AdviserWell-established, growing advice firm thatprovides holistic advice to a loyal client base.ResponsibilitiesPrepare Statements of Advice (SOAs + ROAs) and other financial planning documentsPerform in-depth research on investment products, insurance policies, and financial strategiesAssist with portfolio rebalancing, executing trades, and monitoring client accountsProvide ongoing support to financial planners and other members of the support teamExperienceMinimum of 1 years' experienceas a ParaplannerProficiency in financial planning software (e.g., Xplan)Solid analytical and problem-solving skillsAttention to detail
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📌 Paraplanner/ Associate - Clear Career Path To Become An Adviser (Sydney)
🏢 Vivere Recruitment Group
📍 Sydney

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