Overview
Diversify your skillset with a holistic advice model. Supportive team environment. Flexible start & finish times. We are a growing Perth based financial planning firm looking for an Associate / Paraplanner. Perhaps you are in a Client Service role now and looking for the next challenge? Do you love thinking strategically about financial and lifestyle planning?
Are you detail-oriented and focused on accuracy? If you are looking for an opportunity to develop your skills and advance your career with an established, growing business that values its staff and offers a supportive team environment, we would love to meet you.
Our financial planning business of 24 years grows organically through referrals. We deliver on our promises, engage deeply with our clients and they then share their experience with others. Clients come to Momentum to get financially organised and map out a lifestyle that they want for their future. Our advisors take them on a journey of financial education and choice of pathway. It's then over to our paraplanning team to build their custom financial and lifestyle plan – researching options, ensuring their cashflows will work and mapping out the detailed actions for implementation.
Responsibilities
* Option to support our CFP advisors in client facing meetings
* Research of existing client strategies and products
* Customising insurance needs and product recommendations
* Building cashflow plans to support the client's lifestyle
* Detailing the action plan for our client service team to implement the advice effectively and compliantly
* Caring about client outcomes and ensuring they have a great experience
Qualifications
* Minimum 3 years of either Client Service Officer/Paraplanning/Associate experience
* Enthusiasm, reliability, consistency and a strong work ethic
* Display of a high care for personal presentation, production output and attention to detail
* Ability to work well unsupervised
* Effective Communication Skills with both team members and clients
* Australian work authorisation must be held at the time of application
Application
We have a clear pathway for our team members to advance into their chosen careers, whether that be Paraplanning, Associate advice or CFP professionals.
If you believe that you fit the above description and you're looking for an opportunity, please submit your resume and cover letter to Pippa Elliott at the following email address:
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