Financial Planner
About The Company:
That Wall St Guy is a leading financial services firm in Australia, with over 20 years of experience in the US and UK stock markets. Their continued growth has created an exciting opportunity.
About the Role:
You will join an experienced team providing paraplanning, administration, and client support. Your key objective will be to engage effectively with existing clients and contribute to the success of the business.
Key Responsibilities:
* Engage with existing clients to understand their financial needs and goals.
* Provide high-quality paraplanning and administrative support to the team.
* Contribute to the development of strategies to retain and acquire new clients.
What We Offer:
A dynamic and supportive work environment with opportunities for professional growth and development. A chance to work with a successful and established team in the financial services industry.