Graduate Review Paraplanner null

More than just advisors, we aspire to create a positive change in the lives of our clients and our people. Every individual who works with us is recognised for who they are and given every opportunity to progress in a way that fulfils both their talents and aspiration. If you're passionate about delivering exceptional advice and ready to grow your career, we want you.

Care for a career with a company that cares? 

Job Description

You will provide client relationship support to our Wealth Advisory division, working closely with the team to ensure the delivery of exceptional client service.

Key Responsibilities

• Ascertaining data for review of client investment portfolios.
• Report writing of Record of Advice documents including investment recommendations with a focus on structure and strategy.
• Assist in implementation of changes to portfolios following regular review process.
• Update and maintain client data in Xplan
• Attend to time recording and costing requirements as part of firm’s time costing system.
• Market firm’s services as and when appropriate.
• Carry out all lawful directions as given by the Partners of the firm generally.
• Monitor the completion of work to ensure that it remains within time restraints.

About You

• Diploma or Grad Diploma in Financial Planning (either undertaking or completed)
• Bachelor’s degree in Finance or a similar discipline (either undertaking or completed)
• Intermediate to advanced Microsoft Office skills (Word, Excel, PowerPoint and Outlook)
• Some demonstrated experience in financial planning desirable
• Proficiency using XPlan software desirable
• A current national police check will be required by the successful candidate to undertake and produce prior to accepting the position.