Job Opportunity Overview
This position offers a flexible work environment within a reputable financial services organization.
The company operates on a pure fee-for-service model, possessing its own license and focusing on delivering high-quality advice and catering to client needs.
The role is suitable for an individual who plans to initiate their Professional Year within the next 6-12 months and aims to learn, contribute, and grow in a professional advisory setting.
About the Role
* A clear career progression path to becoming an Adviser with structured support to commence your Professional Year
* Participate in client meetings alongside a Senior Financial Planner or Partner to assist with presenting Statements of Advice and managing client relationships
* Take detailed file notes and upload information into Xplan
* Contribute to strategy development and preparation of strategic documents (Statements of Advice and Reports of Advice)
* Maintain stringent compliance standards
* Oversee the client file from inception to completion, including ensuring the implementation of the advice provided
About You
* Previous experience as a Paraplanner or Associate Advisor
* A reputation for providing exceptional client service
* Understanding of technical concepts
* High level of attention to detail and accuracy
* Ability to prioritize and manage multiple requirements effectively
* Xplan proficiency is essential