AddressWe are a young, vibrant financial planning business on Brisbane's southside, experiencing high growth. With ample opportunities for the right candidate, we are looking to add a Paraplanner/ Graduate Adviser to our team. We have a fun, professional work environment, and are interested in finding someone who is driven, autonomous, and willing to grow with our business, which is why experience in the industry is preferred.
We are happy to look at candidates who are existing Paraplanners and do not wish to step into providing advice or also those who would like to provide advice in the future.
Qualifications & experience
- Financial planning experience is preferred.
- Degree qualified preferred.
- Will need to be able to work autonomously however training and support will be provided.
Tasks & responsibilities
- Liaising with clients
- Organising office staff
- Assisting Financial Advisers
- Sitting in on meetings
- Preparation of financial documents
- Paraplanning
- Implementation of financial advice
Benefits
- A fun, social, work environment
- Tailored career advancement
- Professional development, mentoring and growth opportunities
- Progression to shorter working week/fortnight for ongoing staff
**No recruitment firms or overseas candidates need apply**
