We are a fast-growing multidisciplinary accounting and financial planning firm, serving many HNW individual and family groups with their complex financial needs.Although our well-established office is based in Gatton (just 30 minutes from Toowoomba), we have clients all over the country (including a large Toowoomba client base). Our team of 25 staff offer a range of services including comprehensive financial advice, personal insurance, succession planning, accounting, taxation, and business improvement services.
Work TypeFlexible
Role TypeAdvisor
Employment TypeFull Time
About the rolePrimary duties will include: Attendance at client meetings with our senior advisers.Assisting our senior advisers with the development of financial strategies and recommendations.Assisting our senior advisers with file notes and general compliance.Providing detailed and accurate research and financial modelling, using tools such as XPLAN WealthSolver, Risk Researcher, and XTOOLS+.Developing and maintaining relationships with clients, staff members, and other key stakeholders.Perks and benefitsWe are a small, friendly & family-focused team offering flexible working conditions. While the role is full-time preferred, we will consider a part-time position for the right person. The successful candidate could also work remotely if required for up to two days per week.
Skills and experience• Minimum of three years' experience in the financial advice industry working in a paraplanning or associate adviser role.• Must be degree qualified and have completed or able to complete the professional year.• A working knowledge of XPLAN (including WealthSolver, Risk Researcher, and XTOOLS+) is essential for this role.• Strong attention to detail.• Ability to work autonomously and as part of a team.• Motivated to provide exceptional service and have a significant impact on the lives of our clients.
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