This boutique Financial Planning firm has been providing holistic advice to a variety of clients since 1994 and is very proud of the long-term relationship they have in place with their clients and the stability of their staff. As this business gets a lot of referrals from Accounting firms, their clients vary from HNW individuals, to clients with numerous business and family trust structures. Their investment methodology covers all asset classes in a high touch environment

As a Senior Paraplanner/ Associate Advisor in this business you will be responsible for: * Attending client meeting with the Senior Financial Planners * Writing complex SOAs covering all facets of advice * Reviewing investment reports for clients * Assisting with the presentation of SOA¹s and maintaining excellent client relationships

In this role, you will be supported by a very senior client services officer and general administrator, as well as a very reputable dealer group that can provide you with up to date investment and global markets information

To be successful you will be degree qualified, with a minimum of 2 years Paraplanning experience, along with a positive attitude and excellent communication skills

In return you will be mentored directly by the business owner/financial planner, provided with one on one training and mentoring and be actively involved in all client meetings.

Career progressing to Advising is a definite possibility for the successful candidate

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