Company Overview 

Our client is a highly regarded firm that offers holistic advice to their well-developed HNW of clients. Along with being provided ongoing professional development as a paraplanner, you will have the opportunity to work alongside a team of people who are the best in their field.
Role Overview 

You will be responsible for supporting a team of Senior Adviser with developing strategies that meet their client’s individual objectives, financial situation and needs. The role will entail completing research, and writing a range of complex strategies that meet the clients needs.
Duties and Responsibilities

  • Provide full support to a Senior Financial Advisers 
  • Preparing SOA’s and related documentation
  • Follow up actions from client appointments and follow through requests to clients for information
  • Implement client recommendations from financial plan, limited advice and financial review documents.
  • Maintain and track client portfolios utilising Xplan
  • Arranging appointments for Adviser with existing clients

Skills and Experience required

  • 2 years experience in the financial services industry
  • Degree Qualified 
  • RG 146 compliant
  • Polished presentation
  • Financial Planning software Xplan experience
  • ability to building/maintaining client relationships desirable

This is a great opportunity to learn and develop your skills from working with a team of very experience adviser in an environment where the client comes first.

To express your interest in this opportunity, please forward your resume using the “Apply Now” link below!


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