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Para Planner

A boutique wealth firm is looking for a paraplanner/junior adviser to become a part of their team. 

Are you an ambitious individual who has had a few years experience in the corporate world?
Do you have an eye for detail, and good knowledge of excel and administration duties. Are you passionate about helping others achieve their goals? 
Do you want to pursue a career in financial planning, with the possibility of becoming an Adviser? 

You will be working alongside a Senior Adviser, assisting with their portfolio of clients for the next few years.
Managing clients professionally would be a key attribute in this role, from a compliance point of view and telephonically.
The business advise high net worth clients, offering holistic financial advice and Investments based in Auckland CBD. 

With a trustworthy, healthy company culture and team, you can expect great success for your future ahead. 
I look forward to hearing from you!
Contact me for a confidential discussion around this new opportunity.
Mobile: 021 191 1101.

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