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Associate Adviser/Paraplanner

Associate Adviser/Paraplanner

Forsyths Financial Services

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Remote

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JOB OVERVIEW

Are you looking for a tree change but love what you do? We are looking for an enthusiastic candidate passionate about financial planning to join our busy Financial Service Team in regional NSW. Ability to live near work, travel home for lunch and flexible working arrangements. Relocation assistance is available to the right candidate.
If you are self-driven and excel in time management skills, you will be well suited, as the role works closely with Advisers in preparing advice for clients.

You will assist in delivering client outcomes by designing and developing financial strategies and preparing advice documents. Experience in direct equities, self-managed superannuation funds, personal risk insurance, and general strategic planning experience will be well regarded.

This technical role requires working towards or being willing to obtain a Graduate Diploma of Financial Planning (or FASEA approved) by 2026.

Alternatively, are you an experienced Adviser looking to remain in the industry without going through the hassle of the FASEA educational requirements, looking for a 9-5, Monday to Friday without business development targets while still making a positive impact for clients.

If this is you, we would love to connect; please get in touch with hr@forsyths.com.au

ABOUT US

OUR VISION
The choice for advisory services in regional Australia.

We have over 100 years experience serving the New England and North West.

In recent years, we have expanded our knowledge in the specialised areas of financial advisory, superannuation and business management as well as developing our core areas of tax, accounting, audit, assurance and insolvency.

Today, Forsyths is one of the largest finance and business advisory firms operating in regional NSW.

REQUIREMENTS

Experience in direct equities, self-managed superannuation funds, personal risk insurance, and general strategic planning experience will be well regarded.

Contact

lgill@forsyths.com.au