Description

At Conquest Wealth, we’re looking for a dedicated professional to support our growing client portfolio, which includes high-net-worth individuals and complex financial structures. In this pivotal role, you will provide key support to our financial advisors and contribute to delivering exceptional advice to our clients.

Why Conquest Wealth?

Career growth opportunities, with mentorship 
Exposure to high-net-worth clients and diverse financial strategies
Team-oriented culture with regular staff engagements and professional development opportunities
Key Responsibilities and Qualifications:

Relevant degree in financial planning, finance, or a related field
Minimum 3 years of experience in paraplanning, with proven expertise in preparing comprehensive Statements of Advice (SoAs)
Strong knowledge of financial planning software (Xplan)
Conduct detailed research and analysis to support complex financial strategies (retirement planning, tax planning, investments, insurance)
Ensure all advice is compliant with relevant legislation and industry standards
Excellent communication skills, with the ability to explain complex strategies to both clients and team members
At Conquest Wealth, your contributions are valued, and you’ll have the chance to make a meaningful impact on our clients' financial well-being. If you’re ready to advance your career in a dynamic, supportive environment, we’d love to hear from you!

We look forward to welcoming you to our team!