Job Description
Associate Financial Planner
Are you an experienced Paraplanner or Associate Financial Planner looking to take the next step in your career with a highly respected financial planning firm?
We're seeking a technically strong and client-focused Associate Financial Planner to join our growing team. This is an excellent opportunity to work closely with Financial Planners, helping deliver exceptional advice and outstanding client experiences.
In this role, you'll become a trusted partner to both advisers and clients, supporting the full financial planning process from meeting preparation through to implementation and ongoing client service. You'll be involved in cashflow modelling, technical research, report writing and maintaining meaningful client relationships between annual reviews.
What you'll be doing
* Supporting Financial Planners with client meeting preparation and follow-up
* Producing high-quality suitability reports and client communi...
Are you an experienced Paraplanner or Associate Financial Planner looking to take the next step in your career with a highly respected financial planning firm?
We're seeking a technically strong and client-focused Associate Financial Planner to join our growing team. This is an excellent opportunity to work closely with Financial Planners, helping deliver exceptional advice and outstanding client experiences.
In this role, you'll become a trusted partner to both advisers and clients, supporting the full financial planning process from meeting preparation through to implementation and ongoing client service. You'll be involved in cashflow modelling, technical research, report writing and maintaining meaningful client relationships between annual reviews.
What you'll be doing
* Supporting Financial Planners with client meeting preparation and follow-up
* Producing high-quality suitability reports and client communi...