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Paraplanner

Paraplanner

Luka Financial

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JOB OVERVIEW

We are seeking someone to assist the in the day to day delivery of excellent advice to our diverse client base. The main responsibilities would be preparation of client strategies, drafting of advice documentation and assisting the adviser team in meeting preparation.

We have capacity for the role to develop into a provisional adviser role in a short period for the right applicant.

ABOUT US

We are part of a larger accounting firm which offers a diverse range of referrals across the entire Central West NSW.
Our overall firm Mission is: Assist people, businesses and organisations to reach their goals through professional advice and high quality services.

REQUIREMENTS

Have or working towards FASEA accredited qualifications and Xplan experience

Contact

nsm@lukagroup.com.au