Paraplanner/adviser Assistant
4 days ago
Life and Health and Investment Assistant needed
- $75000-$85,000 plus ks per annum
- Auckland Offices - Hybrid Role
Become a part of a leading Financial Planning firm based in Auckland, Assisting the Advisers by helping them prepare quality and compliant Statements of Advice and Records of Advice, ensuring the content of the plan is relevant, valuable and appropriate for the client.
**Your day to day will look as follows**:
- Attend fortnightly insurance and investment meeting with the advisers.
- Review fact finds as provided by Advisers and Prepare Statement Of Advice for presentation to Advisers.
- Present any changes made to the SOAs to ensure advisers are all aware of the SOAs they’re presenting to their clients.
- Prepare discussion documents and review documents including product and market comparisons.
- Contact clients to clarify or gather further information if required.
- Gather information from insurers as and when required.
- Assist in the preparation and updating of compliance documents for Advisers.
**What the company can offer you**:
WFH 1 day a week
Reputable Business with over 20+ years sustainability in the market
Diverse, fun and collaborative team environment
Pathways/ career progression into other roles in the business over time whether it be an Associate role or Financial Adviser. Keeping in mind if you wish to stay back office, they are happy with this too with a 12 month performance review.
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