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About the Role
About the role
Join a growing financial planning team supporting Senior Advisers across a broad and complex client base. You’ll assist with strategy development, prepare advice documents and attend client meetings while building your long-term career in financial advice.
- Prepare SOA's and supporting advice documents
- Attend client meetings with Senior Advisers
- Assist with strategy research and modelling
- Manage client follow-up and oversee implementation tasks
- Maintain accurate records and workflows in Xplan
Skills & Experience
- 2+ years of experience as a Paraplanner or Associate Adviser
- Strong SOA writing capability
- Experience attending client meetings and developing holistic advice strategies
- Xplan experience essential
- Strong written and verbal communication skills
Benefits <...
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