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Financial Assistant

Financial Assistant

Full-time

AEST (Australian Eastern Standard Time)

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!

Skills Required

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.

This role requires prior expertise in Superannuation, Investments, and Insurance advice. If you’re ready for a challenging yet rewarding opportunity in a supportive team environment, apply now!

Geneva Llido2025-02-10T17:27:03+10:00

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