Senior Paraplanner

Summary about this job

Detail information about job Senior Paraplanner. Terms and conditions vacancy

The Company:

This well-established firm has been providing bespoke solutions to their clients across a broad spectrum of financial planning services. Their success comes through a high touch approach, providing their clients with guidance whilst ensuring all decisions are informed and on track.

Role:

The key focus of this role is to develop personalised and complex Statements of Advice for a portfolio of High Net Worth clients.

Duties include:

• Preparation of detailed SOAs which are compliant with internal policies and the current legislation
• Construct financial modelling using Xplan
• Workflow management

Skills and Experience:

• Minumum 3 years experience 
• Knowledge of Xplan is advantageous but not essential
• High attention to detail

To find out more about this opportunity please contact Dominika Moskwa on 0490 689 549 or email: [email protected]