About the Role
Overview
Join Our Team as a Financial Assistant! We are looking for a dynamic and detail-oriented Paraplanner to join our growing team. If you have a degree in Accounting, Finance, or Financial Planning and at least three years of experience in a similar role, we want to hear from you!
Qualifications
- Degree in Accounting, Finance, or Financial Planning.
- Extensive experience in Superannuation, Investments, and Insurance advice (non-negotiable).
- Proficiency in Xplan, Xtools+, Risk Researcher, and Wealthsolver.
- Strong attention to detail with a disciplined and mature approach to work.
- Self-motivated with excellent time management skills.
- Outstanding interpersonal skills and a positive attitude.
- Ability to thrive in a fast-paced, growth-oriented environment.
Employment details
- Employment type: Full-time
- Seniority level: Mid-Senior level
- Job function: Finan...
Ready to Apply?
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