Job Summary
A leading financial institution in Newcastle is seeking a part-time Paraplanner to contribute to the delivery of high-quality financial services. The ideal candidate will have relevant tertiary qualifications, at least 2 years of experience, strong communication skills, and be able to conduct thorough financial research and prepare client documents.
About the Role
The successful candidate will work closely with senior advisors, collaborating on strategic projects and contributing to the company's mission. We offer a supportive environment, opportunities for professional growth, competitive remuneration, and flexible work arrangements.
Key Responsibilities:
* Conduct comprehensive financial research and analysis.
* Prepare accurate and detailed client documents and reports.
* Collaborate with senior advisors and other team members to achieve shared goals.