Who are we?
Engage Financial Solutions is an Australian-based, multi-sourcing financial services provider specializing in paraplanning, accounting, administration and practice management for our clients in Australia.
Make a Difference in People’s Lives!
- Liaise with Financial Advisors to implement financial plans (SoAs/RoAs)
- Gather data from investment & insurance providers
- Maintain client management systems (data entry)
- Assist in client meeting preparation (pre & post), including file notes
- Generate monthly product reports
- Ensure seamless delivery of adviser services
We’re Looking for a Rockstar!
- Minimum 1 year experience in the Australian financial planning industry
- Qualified/Part-qualified in a degree in Management, Accounting, Finance or equivalent professional qualification.
- Fluent English with excellent written and verbal communication skills
- Sharp eye for detail is KEY!
Join Our Thriving Team!
- Competitive salary
- Ongoing training & career development (including pathways into Paraplanning)
- Hybrid work environment, upon completion of probation
- Life insurance coverage & OPD claim facility upon completion of probation
- Performance-based bonuses
- Birthday perks!
NOTE – Please only apply if you have experience in the Australian financial planning industry!
Send your CV to [email protected]