Job Overview

Junior Analyst (Paraplanning)

AdviceLab is an Australian owned fast-growing back-office solutions provider to the financial planning industry in Australia & New Zealand. Our fuel is team work and we believe that to deliver our purpose efficiently, we are stronger together.

Check out our Instagram & LinkedIn page to find out more about us.

We are on the search for freshers who are looking to launch their career in the financial services space & become a future leader.

Responsibilities (include but not limited to);

· Preparation of investment recommendations for Financial Advisers/planners in Australia

· Maintaining compliance and learning the relevant legislation and financial planning standards

· Conducting product research and financial modelling and working closely with Financial advisers/planners to develop strategies and advice

· Developing an understanding of financial planning process, client needs, software, investment and insurance products, etc

Some of the skills we are looking for include (but not limited to);

· Fast learner – working in a rapidly growing business requires you to be agile

· Self starter – we love people who take the initiative to go the extra mile

· An interest in numbers – you will be spending a considerable number of hours working with numbers, so it would probably be ideal if that is a match made in heaven.

· High attention to detail – everyone makes mistakes

· Team Mentality – we are not looking for the glory hunters

· Out of the box thinker – we love ideas! Give us your best shot

· Great Communication – this is a must

· Never Give Up attitude – we have had challenges of all sizes thrown our way, but we keep knocking them down. We looking for our next Muhammad Ali #FloatLikeAButterfly #KO

What’s on offer to the right candidate;

· An above market salary

· A state-of-the-art office with a games room, table tennis table & an in-house cafe

· An opportunity to join a fast-growing organisation that works with global clients

· An opportunity to take on extra responsibility and a step up in your career

· An amazing workplace culture built on employee driven initiative