Job Opportunity
This role is ideal for an experienced paraplanner seeking a more diverse position or looking to progress toward a career as a financial advisor.
The position offers involvement in technical advice preparation, compliance and administration, alongside client engagement. It provides the opportunity to be part of all aspects of financial planning gaining a role with genuine interaction with the business and clients.
* Possibility to be involved in preparing comprehensive Statements of Advice across broad range of advice areas including superannuation, investments and strategic advice.
Maintain compliance procedures and documentation.
Produce financial analysis and modeling; undertake research and analysis for products and strategies.
Assist with technical queries alongside Advisors and liaise with industry contacts on their behalf.
Potential to undertake your Professional Year, progressing towards an Advisor role in our organization.