Paraplanner - Boutique Advice Business
Vivere Recruitment GroupListed 22 Sep 2026
31st August, 2026
Well-established, growing advice firm that provides holistic advice to a loyal client base.
Responsibilities:
- Prepare Statements of Advice (SOAs + ROAs) and other financial planning documents
- Perform in-depth research on investment products, insurance policies, and financial strategies
- Assist with portfolio rebalancing, executing trades, and monitoring client accounts
- Provide ongoing support to financial planners and other members of the support team
- Minimum of 1 years' experience as a Paraplanner
- Proficiency in financial planning software (e.g., Xplan)
- Strong analytical and problem-solving skills
- Attention to detail