Job Description

Overview

Join Our Team as a Financial Assistant! We are looking for a dynamic and detail-oriented Paraplanner to join our growing team. If you have a degree in Accounting, Finance, or Financial Planning and at least three years of experience in a similar role, we want to hear from you!

Qualifications

  • Degree in Accounting, Finance, or Financial Planning.
  • Extensive experience in Superannuation, Investments, and Insurance advice (non-negotiable).
  • Proficiency in Xplan, Xtools+, Risk Researcher, and Wealthsolver.
  • Strong attention to detail with a disciplined and mature approach to work.
  • Self-motivated with excellent time management skills.
  • Outstanding interpersonal skills and a positive attitude.
  • Ability to thrive in a fast-paced, growth-oriented environment.

Employment details

  • Employment type: Full-time
  • Seniority level: Mid-Senior level
  • Job function: Finan...

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