paraplanner or associate adviser – with career pathway - Sydney, New South Wales

Only for registered members Sydney, New South Wales, Australia

6 days ago

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Job summary

We are seeking a Paraplanner or Associate Adviser to support the Principal Financial Adviser.
The role is ideal for someone who seeks to develop into a Financial Planner in the medium term or prefers to build a long-term career in a Paraplanner role.

Responsibilities

  • Write SOAs, ROAs.
  • Prepare projections, modelling, scenario analysis.
  • Attend client meetings with the Principal Adviser.
  • Maintain update client records data within XPLAN.

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