Technical Paraplanner - Independent Practice

Summary about this job

Detail information about job Technical Paraplanner - Independent Practice. Terms and conditions vacancy

• Pyrmont, Sydney Location
• Market Salary
• Permanent full-time role

My client is one of Australia's most successful Independent Financial Services firms with offices in Melbourne and Sydney. They provide a full suite of financial disciplines including financial planning, taxation & finance and insurance advice.

The financial planning division are seeking to hire for a role of Technical Paraplanner -  a position that will support a team of 3 Advisers. 

Your role will be to construct a combination of simple and complex SOA's and ROA’s through the use of Xplan. The advice suite you will advise on will include: superannuation, managed funds, direct shares, SMSF's and more. 

Some of the key selling points include:
 - relaxed and collaborative culture
 - education assistant and mentorship from Senior Advisers
 - opportunity to develop into a Client-Facing role within 18-24 months 

The ideal candidate will have 2-3 years experience in a Financial Planning related role (cso, paraplanner etc) and  the necessary FP qualifications with the DFP at a minimum and preferably your ADFP (not essential). 

In return, you will be rewarded with a market salary and room to grow your skill set and your financial planning career. 

For a confidential discussion, please contact Conor McCarthy on 0404732665, or [email protected] or follow the links to apply.