ABOUT US

We are a boutique financial planning firm established in 2020 and licensed by Personal Financial Services (part of the Entireti Group). We are experts in defined benefit super schemes and provide holistic advice to wealth accumulators, pre-retirees and retirees.

We are seeking a Paraplanner / Associate to support the Principal Financial Adviser.

The role would suit someone seeking to be developed into a Financial Planner in the medium term with the opportunity for equity in the long term.

WHAT’S ON OFFER

· Flexible work from home arrangement

· Support, development and mentorship from the Principal Adviser

· Opportunity to progress to a Financial Adviser in the medium term

· Opportunity for equity for the right candidate in the long term

· Strong systems and processes

ABOUT YOU

· Experience writing Statements of Advice (SOA) / Records of Advice (ROA)

· A financial planning related qualification

· Experience using Xplan

· Ability to work independently

· Good communication skills

· Sound technical knowledge

KEY RESPONSIBILITIES

· Write SOAs, and ROAs

· Attend client meetings with the Principal Adviser

· Prepare projections, modelling, and scenario analysis

· Assist in preparing review documents

· Assist the Principal Adviser with servicing clients

· Maintain and update client records and data within XPLAN

· General administrative tasks