Paraplanner/Associate Adviser (Brisbane)

This is a standout opportunity for an experienced paraplanner or associate adviser to join a successful skilled services firm based in Brisbane. Our client provides financial advice and accounting services. They offer a supportive and inclusive workplace with the opportunity to earn above market remuneration. The business is growing quickly, this is a fast paced role where you will focus on attending client meetings and managing the advice process. Benefits
- Flexible working hours
- choose when you start your day
- Work from home 2 days per week
- Regular social events each month
- Client services and paraplanning support provided
- Growing business with opportunities for career progression
- Professional Year mentorship Tasks and responsibilities
- Attend client meetings with director
- Complete file notes
- Assist with strategy development
- Submit paraplanning requests to offshore team
- Review SOA’s and ensure accuracy/compliance
- Liaise with client services for implementation of advice and assist where necessary About you
- 3+ years of experience as a paraplanner or associate adviser
- Experience working with holistic advice including SMSF
- Experience sitting in on client meetings and developing strategies
- Understanding of paraplanning and SOA documents
- Excellent communications skills, both written and verbal
- Able to work in a fast-paced, high-volume role Salary is flexible depending on experience, circa $100,000
- $110,000 + super. How to apply If you're interested please send your CV to Ben Sultmann If you would like to discuss this or other opportunities, please call Ben on . #J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3rt9jj