Join a supportive, innovative team in a thriving financial services environment.
This role is with a respected financial advisory firm recognised for its collaborative culture and commitment to delivering tailored client solutions. The business offers a professional and welcoming environment where integrity, quality outcomes, and strong client relationships are genuinely valued.
You'll be part of a close‐knit team that encourages open communication, diversity, and ongoing learning. The firm supports its people with flexible working arrangements, modern office facilities, and leadership focused on long‐term development. Employees enjoy a positive workplace culture, regular team events, generous leave policies, and a supportive leadership group committed to individual growth.
Responsibilities
In this role, you will be responsible for supporting advisers and clients by delivering high‐quality paraplanning and client service outcomes, including:
* Prepare compliant financial advice documents and reports
* Assist advisers with strategic planning and research
* Liaise with clients to provide high‐quality service and support
* Manage administrative tasks and maintain accurate records
* Ensure adherence to industry regulations and compliance standards
* Contribute to process improvements and team initiatives
Requirements
To be successful in this position, you will bring the following skills and experience:
* Previous experience in paraplanning or client services within financial services
* Strong attention to detail and organisational skills
* Excellent written and verbal communication abilities
* Proactive approach to problem solving and teamwork
* Proficiency with industry software and technology
* Commitment to ongoing learning and professional development
If you are looking for a stable, professional environment where quality advice and client relationships come first, we would welcome your application.
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