Financial Services Advisor Opportunity
This role involves providing ongoing client service and high-quality support to financial advisers and partners. Key responsibilities include attending client meetings, arranging documentation, and overseeing the preparation of annual review and new business plans.
About You
For this position, we are seeking a candidate with a minimum 2-3 years' experience in paraplanning or a related financial services field. Relevant skills and qualifications include FASEA approved education pathway, FASEA education requirements met, and FASEA CPD requirements met for last 3 years (desirable).
Benefits
We offer a range of benefits, including flexible work environment, study support, and commitment to professional development. Additionally, we provide an inclusive workplace where diversity is celebrated.
The successful candidate will be based in Melbourne, Victoria, Australia. This role offers a unique opportunity to take your career in financial advice to the next step and join a supportive team.