Overview
I'm working with a boutique financial planning firm that's looking for an experienced Associate to join their advice team. This role sits at the centre of the advice process, acting as the critical link between advisers and the paraplanning team. It's technical, it's varied, and it's not client-facing in the traditional sense.
Fast-tracked two-stage interview process for the right candidate.
Responsibilities
* Act as the central link between advisers and the paraplanning team to support the advice process.
* Contribute to technical analyses, SOA/ROA work, strategy development, and modelling as part of the advisory team.
What they\u2019re looking for
* 4 to 5+ years in a financial planning environment
* Strong SOA/ROA, strategy and modelling experience
* Someone technically driven who thrives working autonomously
* A personality that fits. Culture genuinely matters to this team
Great systems, regular social events, and a firm that looks after its people.
Drop me a message or hit apply. They move quickly for the right person.
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