How you support clients' financial futures
Our financial planners can only succeed with the in-depth technical support and analysis provided by a skilled paraplanner.
We have vacancies for experienced paraplanners who can demonstrate the following:
- Good knowledge of the systems and processes that support our business. These include: Quay, Avelo and Defaqto, wrap platforms and other systems
- An in-depth knowledge of the products and services we use to meet our clients’ needs
- Excellent report writing and presentation skills
- Diploma qualified (or working towards qualification).