Financial Planning Associate
12 hours ago
An instantly recognisable name in the Financial Planning sector is seeking an additional paraplanner to support their Adviser. As part of a wider group, they have major financial backing and are looking for someone to join their team.
Key Highlights
- $40,000 - $50,000 salary range
Ferguson Dean is a leading national practice with excellent resources and infrastructure.
The Ideal Candidate
- Dip Level 4 qualification
- Experience working with HNW and UHNW clients
Job Responsibilities
- Undertaking reviews for clients
- Preparing reports using standard paragraphs and free text
- Conducting whole market research
- Working collaboratively with the rest of the team
- Staying up-to-date on market positions and global situations
- Utilising cash flow modelling and lifestyle planning as required
- Attending client meetings as necessary
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