Seeking a skilled Financial Planning Paraplanner to assist in preparing Statements of Advice and Records of Advice. Conduct research and analysis on financial products and strategies, support client reviews and ongoing service processes, manage client data and CRM systems, liaise with product providers and other stakeholders, and contribute to business development and process improvement.
Requirements
* Experience in financial planning or a related field (e.g., accounting, mortgage broking, superannuation, insurance)
* Detail-oriented, organised, and proactive
* Communicates clearly and professionally
* Comfortable working independently and collaboratively
* Eager to grow with the business and take on new challenges
* Strong proficiency in Word and Excel
Achieve Success with Our Team
* As a valued member of our team, you will have the opportunity to make a real impact on our clients' lives
* Collaborate with experienced professionals who are passionate about delivering exceptional results
* Develop your skills and expertise through ongoing training and development programs