Paraplanner Role

We are looking for a full time Paraplanner/Financial Adviser Support person to assist our dynamic team of financial advisers.

 

You will…

• ​Be the first point of contact for clients, focusing on maintaining new and existing client relationships.

• Generate advice-related documentation such as Statement of Advice, Retirement Plans etc.

• Provide administrative support to the adviser team

• Onboard new clients onto our system(s) and different financial platforms.

• Receive and execute client orders.

• Set up and prep of documentation for external and internal meetings.

• Be able to work autonomously and in a team environment.

 

About You 

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• ​2 years’ experience in a similar role

• Enjoy admin and client management duties over the phone and via email.

• Understand the use of Client Relationship Management systems (e.g., Xplan) and the use of databases

• Have good knowledge of the Financial Planning Industry. 

• Be competent in Microsoft Office.

• Excellent written, oral communication, and attention to detail.

• Efficient time management in a busy and social environment. 

 

Benefits to You

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We offer training and personal development to grow your career, an opportunity to work with like-minded high achievers, and a platform to demonstrate skills. This role is a stepping stone to becoming a well-rounded financial adviser. 
 
To Apply 

 

Please email your CV and Cover Letter to career@trilogyfs.co.nz or submit your application through Seek

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