Average salary: $86,428 /yearly
More statsSearch Results: 4 vacancies
...enhancing the ongoing relationship the advisers have with their trusted clients.
This is an exciting opportunity for an experienced Paraplanner with good financial modeling (Xtools+) experience to join a successful and fun business that provides great flexibility and career...
Suggested
Flexible hours
...Skills & experience
Bachelor’s degree in Financial Planning or FASEA-approved course;
Experience working as a paraplanner, or associate adviser ideally;
Go-getter with a passion for financial planning, who is looking to develop their financial planning...
Suggested
Part time
Flexible hours
$75,000 - $90,000
...and has a good work lifestyle balance.
The Role
You will be working supporting three advisors with the support of a full time paraplanner and client services associate. You will be the point of contact for clients while at the same time encouraged to learn more...
Suggested
Full time
Work at office
Online
...service delivery and client experience, including: Advisers, Investment Specialists, Tax specialists, Property and Operations team, and Paraplanners
About you
Minimum of 3 years' experience working in a client centric business environment
Understanding...
Suggested
Full time
Work at office
Hybrid work
