Flexible Working Hours within a Well Established Boutique Firm. Work close with two senior advisers. Your new company This well-established financial planning firm, have a rich history and a tight-knit, family-like culture.
They are looking to appoint an experienced Paraplanner to support 2 Senior Advisers, working closely with them to assist in providing their client base a premium service. They also have an accounting practice in-house, and provide their customers a "total wealth management" solution. Your new role As the Paraplanner you will provide support to the 2 senior advisers, through the production of compliant statements of advice.
Your role will include but not be limited to: Sitting in on client meetings, to ensure you have a first-hand understanding of the clients needs. Constructing financial modelling utilising financial planning software (XPLAN/Voyager). Providing assistance with the development of wealth strategies for clients.
Control directly/or indirectly the full review process, including form completion and letter communication. Ensure that workflow and relevant database information is kept up to date. What you'll need to succeed As the successful applicant, you will have the Advanced Diploma of Financial Planning as a minimum, coupled with a related degree (preferably business).
You will have strong Xplan experience and strong knowledge across super and pensions. You will also have a high attention to detail, strong communication skills and a positive up-beat energy. What you'll get in return On offer is a competitive salary package, and a great opportunity to work with some very astute advisers, who are committed to investing in your learning and development.
You will join a diverse but tight-knit team, and work in a very client-centric environment. You will be given full support in furthering your studies. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call Jessica Jabbour on 02 8226 9654.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career..