Junior Paraplanner

We're hiring: Junior Paraplanner
Have AU Financial Planning admin experience and ready to level up? This role is your pathway into becoming a full Paraplanner.
What you'll be doing:
Assisting with SOAs & ROAs
Product research & insurance comparisons
Cashflow modelling (Adviser Logic)
Admin support for advice implementation
What we're looking for:
1–2 years' admin/Paraplanning support experience
Understanding of financial planning processes
Eager to learn, grow and take the next step
Adviser Logic experience = bonus
Onsite – AS Fortuna, Mandaue City
Send your CV to:
Seniority level
Internship
Employment type
Full-time
Job function
Finance, Sales
Industries
Staffing at Recruiting