Paraplanner/ Associate - Clear career path to become an Adviser

Vivere Recruitment Group; Sydney; On-site; AUD 70,000 - 100,000; Full time

Job summary

The Paraplanner/ Associate role at Vivere Recruitment Group offers a clear career path to become an Adviser within a well-established, growing financial advice firm that provides holistic guidance to a loyal client base.

You will prepare SOAs and ROAs, conduct in-depth product research, assist with portfolio rebalancing and client account monitoring, and provide continued support to financial planners and the wider team.

Qualifications

• Minimum of 1 year experience as a paraplanner.
• Proficiency with financial planning software (e.g., Xplan).
• Strong analytical and problem-solving skills.
• Attention to detail.

Responsibilities

• Prepare Statements of Advice (SOAs) and other financial planning documents.
• Perform in-depth research on investment products, insurance policies, and financial strategies.
• Assist with portfolio rebalancing, executing trades, and monitoring client accounts.
• Provide ongoing support to financial planners and other members of the support team.

Skills

Paraplanner experience

Financial planning software

Analytical thinking

Attention to detail

Tools

Xplan

Job description

Paraplanner/ Associate - Clear career path to become an Adviser

Well-established, growing advice firm thatprovides holistic advice to a loyal client base.

Responsibilities

• Prepare Statements of Advice (SOAs + ROAs) and other financial planning documents
• Perform in-depth research on investment products, insurance policies, and financial strategies
• Assist with portfolio rebalancing, executing trades, and monitoring client accounts
• Provide ongoing support to financial planners and other members of the support team

Experience

• Minimum of 1 years' experienceas a Paraplanner
• Proficiency in financial planning software (e.g., Xplan)
• Strong analytical and problem-solving skills
• Attention to detail