The Associate Paraplanner supports the advice team by preparing advice documentation, conducting research and assisting with the administration and implementation of financial advice strategies. This role is designed as a development opportunity for individuals seeking to build strong technical foundations and progress towards a long-term career in financial planning. Working alongside experienced Advisers and Paraplanners, the Associate Paraplanner will develop advice preparation skills, technical knowledge and an understanding of the end-to-end advice process.
About Focus Partners Australia
Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in investment and portfolio management, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, we leverage the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow, and transition their wealth at every life stage. Discover more about Focus Partners Australia at focuspa.com.au/ or LinkedIn.
