Associate Paraplanner
Melbourne (Caulfield North)onsitejunior
via Greenhouse
About this role
Position Overview:
The Associate Paraplanner supports the advice team by preparing advice documentation, conducting research and assisting with the administration and implementation of financial advice strategies. This role is designed as a development opportunity for individuals seeking to build strong technical foundations and progress towards a long-term career in financial planning. Working alongside experienced Advisers and Paraplanners, the Associate Paraplanner will develop advice preparation skills, technical knowledge and an understanding of the end-to-end advice process.
Key Responsibilities:
Assist in the preparation of Statements of Advice (SoAs), Records of Advice (RoAs), Review Reports and other advice documentation.…
Read the full description on Focuspartnersaustralia's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is junior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Melbourne (Caulfield North). We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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