CSO / Paraplanner
Seeking an experienced CSO / Paraplanner to support Advisers in a hybrid role, who can hit the ground running and has experience in a similar role.
Expand your knowledge and skills in the industry, working alongside a successful and knowledgeable team, as well as having the opportunity to work with a variety of clients.
The role: - Supporting the Financial Planners with the preparation of client strategies and advice documents including SOA’s and ROA’s
- Manage CRM and back office systems
- Assist with preparation of review reports
- Preparing and maintaining client files
Prior Experience: - Previous experience within a financial planning firm
- Strong attention to detail
- Experience with Financial Planning software
- Excellent written and verbal communication skills
Does this sound like a good fit for you? Contact Laoise on 03 8640 5444 or email lkeys@andersenpartnership.com
Interested in something else? We have a number of new opportunities within the wealth management sector, reach out today for a confidential chat on where your next career step may lead to!
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