AddressDue to a rapid growth phase my client is looking for a paraplanner to join their privately owned wealth advisory firm specialising in financial advice and managed investment portfolios.
About the Role:
- Developing complex strategies for new and existing clients
- Writing SOA's experience using Xplan
- Working very closely with the five advisers on strategy development and implementation
- Client Facing responsibilities in the fact find and implementation phase
- Financial modelling - using Xplan
- Compliance
- General adviser support
- Hybrid working - 3 days in office
Skills and Knowledge:
- DFP qualified - RG146
- Excellent verbal and written communication skills
- High attention to detail
- Great team player
If your profile matches the above criteria please apply below or email *************@profusiongroup.com to learn more.
- Hybrid Working
- North Shore Location
- Great Company Culture
