Associate Advisor / Paraplanner
About the role:Collaborating with a team of financial advisors, you will be expected to exude professionalism, effective communication, and an acute attention to detail, while conducting yourself in a polished manner.
- Oversight of Client Reviews and Reports
- Conducting comprehensive research and projections for financial plans
- Assisting in strategy development in tandem with the Financial Planner
- Crafting SOA and ROA documents for comprehensive financial advice recommendations, encompassing Super, Retirement, Investment, Risk, and Estate Planning
- Ensuring meticulous compliance of client files in accordance with dealer group requirements
- Undertaking additional responsibilities as necessary
About you:To be a contender for this role, it is desirable that you possess prior experience in a financial planning environment, along with the following qualifications:
- Applicable tertiary qualification
- Essential knowledge in Xplan software
- Ability to work collaboratively in a team
- Proficiency across the Microsoft Suite of products and strong computer skills
- Demonstrating a high level of technical knowledge, problem-solving capabilities, attention to detail, proactive initiative, and effective organizational skills
- Impeccable attention to detail and personal presentation
- Exceptional communication - written and verbal
If you're interested in hearing more please contact Laoise on lkeys
@andersenpartnership.com or at
0386405444 for a confidential discussion.
Apply Now
