About the company
This well regarded financial planning firm is a known for providing outstanding financial advice to a well established network of high net worth clients. Their Canberra office is made up of very successful professionals who work in a collaborative environment to achieve great outcomes. The company is going through a period of organic growth and has a lot of opportunities for the right person.
About the role
In this role, you will have the opportunity to support the Senior Financial Planners and will be a first point of contacts for their wide range of clients. You will be responsible for writing accurate, strategic and compliant financial Statement of Advice and Records of Advice. You will also manage the end to end implementation process for advice as well as other administrative duties. This is a great opportunity for a Paraplanner to join a growing company that provides stability and career development.
BenefitsAttractive salary packagePositive work/life balanceOutstanding supportFun social events