The Role
- Supporting Financial Planners with preparation of client strategies and advice documents including SOA's
- Manage client relationships
- Assist with preparation of client reviews
- Complete research on various products across investment, superannuation, and insurance
- Holistic financial planning approach
About you
The ideal candidate will posses the following skills and attributes:
- Ideally 2+ years experience as a Paraplanner or similar role
- Experience with Financial Planning software
- SMSF experience highly regarded
- Work well alongside others
- Excellent written and verbal communication skills
- Strong attention to detail