Paraplanner / Associate Adviser

The CompanyOur client is a leading Financial Planning and Accounting business based in Toowoomba. Being in operation for over 40 years, this business provides a complete holistic service to their client base, which span all throughout Queensland.The RoleWith continual growth in their financial services division, they are seeking an experienced Paraplanner / Associate Adviser to join their team. You will be primarily supporting and assisting the financial planners with their clients and preparation of advice. Your focus will be based around advice strategies. This role is ideal for an enthusiastic, self-motivated and efficient professional looking to grow and develop their skillset within the industry.The BenefitsStrong focus on training and developmentActive social club with monthly eventsMonthly RDOFlexible hours & work-life balanceWFH can be offered after a settling in period Roles & ResponsibilitiesDevelop advice strategies and discuss with financial advisersComplete product researchAttend client meetings and be mentored by Financial PlannersEnsure all advice documents adhere to licensee compliance standardsTimely follow ups with clientsAbout YouExperienced paraplanner or associate adviser within a financial planning businessHave a great knowledge of investments, superannuation, tax, debt management, structures, estate planning, insurance and complianceAbility to build and maintain relationshipsExperienced with XPLAN softwareExcellent time management skillsHow to apply:Click APPLY, or send your resume through to Scott Munro at ****** note, only shortlisted candidates will be contacted.#J-18808-Ljbffr