What´s the role?

Our client, a ‘big 4’ Global Audit and Advisory firm, are seeking professionals within the Financial planning industry.

You will be required to review and assess the suitability of advice provided to customers and provide your findings and evidence in a detailed report.

This is a fantastic contract opportunity to work for an international brand, in a positive and dynamic team environment


Required work experience, skills, or education:

  • Diploma of Financial Planning (RG146) or the Advanced Diploma
  • Previous experience in one (or more) of the following areas: Advice quality review, remediation, financial planning, paraplanning or compliance
  •  Minimum 2 years experience within an Financial planning/Advising/ Paraplanner role
  •  High attention to detail with an investigative approach
  • Possess excellent communication skills and a positive, proactive attitude


Next steps

To express your interest in this opportunity, don’t delay; please click apply now.

Tell me more

  • Location: Rhodes
  • Rate: TBC depending on skills
  • Work Pattern: Standard business hours
  • Start Dates: August Intakes
  • Duration: 12 months contract