Paraplanner/adviser Support
6 months ago
Great opportunity for a Paraplanner/Adviser Support Coordinator to join our NZ team. Grow your career in a supportive team and enjoy dynamic working options.
**Need a new exciting challenge where you can make a difference?**
We have an enticing opportunity for an experienced Paraplanner/Adviser Support Coordinator to join our NZ team. You will be researching, analysing and providing information to our team of Advisers for a smooth delivery to our clients. Collaboration will be key as you work with a range of people including Partners/Advisers, Client Services, Compliance, Accounting, Investment and Research Services.)
**Take a look at your Typical Week**:
- Prepare advice documentation in line with compliance requirements
- Document strategy and product recommendations,
- Conduct product comparisons & insurance needs analysis
- Liaise with internal and external parties on behalf of Advisers as required
**Perks We Offer: Findex values your growth and well-being.**
- A structured career development pathway and the opportunity for personal and career growth
- Gain exposure to a broad range of financial strategies and financial professionals
- Great work/life balance - work from home and the office
- Fully paid medical insurance
- A supportive team and an active social club
**Let’s talk about you**
- Demonstrated experience in Paraplanning/Adviser Support
- Bachelor’s degree in a relevant area of study (e.g. Finance)
- Experience using Xplan or something similar
- Experienced in the formulation of both, Risk and Wealth advice, as well as across a variety of products (including DIMS)
- Exceptional communication skills, professional presentation & a passion for advice quality, accuracy and timeliness.
**Our Team Culture**:
Be a part of our growing, supportive, positive, and collaborative team. Connect with stakeholders locally and nationally as we work together towards shared success. We will train and support you so a can do attitude and an eagerness to grow will be highly valued.
**Why Findex? #writeyournextchapter**
We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout our communities.
Findex are a privately-owned provider of integrated financial services and offer an extensive range of wealth management, investment, lending and insurance services to help individuals and businesses manage and grow their wealth and protect their assets.
**Next Steps?
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