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Unita Group - Sydney - Tideri Jobbörse

Description
Padua is a financial technology business that provides Software as a Service (SaaS) and tech-enabled solutions to enhance the quality of advice provided by financial advisers. Founded in 2014, Padua operates in Kiama and Sydney, utilizing intelligent proprietary technology to connect advisers with skilled resources.
Our SaaS and tech-enabled services are used by leading financial services licensees, including Findex, Count, AMP, Wealth Market, and Fiducian. We have also developed a sophisticated data engine and visual dashboards to deliver real-time advice data. The aim is to reduce compliance risk and increase productivity for advisers while enhancing advice quality.
Job Description
As a Junior Paraplanner, you will be responsible for assisting experienced paraplanners with various tasks related to financial planning and analysis. This role involves working with clients, gathering data, and using our proprietary technology to provide high-quality advice. You will collaborate with the team to ensure timely delivery of projects and contribute to the growth and development of our business.
Instructions
To be successful in this role, you should have excellent communication skills, attention to detail, and the ability to work effectively in a team environment. A strong understanding of financial planning principles and software applications is also required. If you are enthusiastic about working in a dynamic industry and contributing to the success of our company, we encourage you to apply.