Join a large, well-established accounting and wealth management firm that prides itself on delivering tailored strategic and investment advice. The practice is self-licensed, offering autonomy and flexibility while maintaining a strong reputation for excellence.
Company Overview
Join a large, well-established accounting and wealth management firm that prides itself on delivering tailored strategic and investment advice. The practice is self-licensed, offering autonomy and flexibility while maintaining a strong reputation for excellence.
Role Overview
As a Paraplanner you will play a key role in supporting the advice team with strategy construction and research. This position is based in Melbourne's Eastern Suburbs and offers the opportunity to work closely with advisers and leadership in a collaborative environment.
Key Responsibilities:
- Assist advisers with the development of financial advice strategies
- Prepare research documents and model scenarios.
- Liaise with the support team and advisers to ensure smooth execution
- Maintain compliance standards
Skills & Experience
- Strong attention to detail and organizational skills
- Ability to manage multiple tasks and deadlines
- Excellent communication and client relationship skills
- Familiarity with financial planning processes and compliance
- Proficiency in Microsoft Office and CRM systems
What's on Offer
- Free daily lunches
- Paid income protection and professional memberships
- Supportive, inclusive culture with career development opportunities
Click 'APPLY'or contact Shauna Callaghanat ***************@profusiongroup.com.
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
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Paraplanner employer: Profusion Group
Profusion Group is an exceptional employer that fosters a collaborative and innovative work culture, perfect for those looking to make a significant impact in the technology sector. With a focus on employee growth, you will have access to ongoing training and development opportunities while working in a hybrid environment that promotes work-life balance. Located in a vibrant area, our team thrives on creativity and teamwork, making it an ideal place for passionate professionals to advance their careers in data engineering.
