Associate Adviser / Senior Paraplanner

Profusion Group

A unique opportunity to join a leading Wealth and Investment Boutique as a Senior Paraplanner focused on Private Wealth.

  • Attractive Salary Package
  • HNW Advice
  • Melbourne CBD
Company Overview

Our client is a leading national boutique Wealth advisory practice focused on providing strategic and investment advice to their well-developed HNW clients. Along with being provided ongoing professional development, you will have the opportunity to work alongside a team of people who are the best in their field.
Role Overview

You will be responsible for supporting a Senior Adviser with developing strategies that meet their client's individual objectives, financial situation and needs. The role will entail completing research, and writing a range of complex strategies that meet the client's needs. This role is not your normal centralised role and is more an Associate Adviser type role.
  • Working within a team environment, providing tailored financial advice to a range of individual clients by developing high-quality financial strategies and plan documents;
  • Participating in member interviews with Financial Planners and assist with complex tasks where required;
  • Assisting with building and maintaining relationships with the Company and their clients;
  • Responding to technical client queries and following up outstanding matters. 
Skills & Experience
  • 2 years + Paraplanning experience; 
  • DFP compliant and a commitment to further study, however, ADFP qualification would be an advantage;
  • Good understanding of the advice process and experience within superannuation or a financial planning practice;
  • Exposure to COIN or XPLAN software; 
  • Experience in a customer focused environment;
  • Positive can-do attitude, proactive, enthusiastic with a strong work ethic.
Whats On Offer

This is an excellent opportunity to further develop your technical skills towards becoming a Financial Planner while being part of a collaborative and supportive environment.
To express your interest in this opportunity, please forward your resume using the "Apply Now" link below or contact Hagan Noronha on (03) 9602 9815 for more information