TopParaplanner / Financial Adviser
Paying above market rate
- Must be on the ASIC financial adviser register
- Stunning Docklands office
- Above market-rate remuneration
Your new company As a Paraplanner/ Financial Advisor within this well-established firm, you'll be preparing SOA's and supporting existing clients. You'll be supported by a team of admin, and you'll be responsible for the delegation of tasks. It's a client-facing role, where you'll meet customers to help understand their financial needs. You'll work with them to set suitable financial goals, (particularly around super, estate planning and insurance) and help create a plan to achieve these goa
- Annual Salary Package
- Full-time