Paraplanner / Associate

We are a privately owned financial planning firm in Brisbane's CBD, dedicated to providing personalised, high-quality financial advice, and building long lasting relationships with our clients.
You'll be joining an award-winning team, where advisors' doors are open and you are actively encouraged to ask questions.
We help high-complexity clients and high net worth individuals, who are predominately executives and business owners.
You will work closely with three experienced financial planners who pride themselves on providing holistic advice across a range of strategies.
About the Role In this pivotal role, you will work to ensure every client receives exceptional services.
You'll be instrumental in ensuring advisors are prepared for their meetings, and ensuring action items after meetings are followed through in a timely manner.
This role is based in our Brisbane CBD office.
Salary package with bonus structureOpportunities to further develop your career with mentorship from an experienced teamExposure to a wide range of duties, strategies and clients to build your experienceCommitment to professional development and trainingWhat you'll do Prepare strategies and agendas for both review and new client meetingsAttend client meetings and take notesEnsure actions from client meetings are followed through, including liaising and following through with other service professionalsPrepare paraplanning requests and review advice documentationWork with our client services and implementation teams to deliver client outcomesUpdate workflow management and CRM systemsContribute to business-wide projects focusing on process improvement and innovationFollow policies, processes and service standardsAbout you Degree or higher qualification in finance, business or related disciplineFour years of experience in a paraplanning or associate roleExperience in working with high-complexity individuals and business owner clientsDemonstrated innovation and process improvement abilityAbility to problem solve, think critically and have attention to detailStrong organisational skills and ability to manage multiple tasks and deadlinesFosters a collaborative and collegiate team cultureSeniority levelMid-Senior level
Employment typeFull-time
Job functionFinance and Sales
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