Financial Assistant

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...