Paraplanner

Summary about this job

Detail information about job Paraplanner. Terms and conditions vacancy

• 6 Options
• $103-61K
• XPLAN or COIN

Confidentially Call or SMS Jaicob on 0400675739

Senior Paraplanner $103-81K 
The portfolio consists of primarily HNW & UHNW individuals as well as a number of direct portfolios for you to build from the bottom up. With the rise in the philanthropic sector; you have the ability to expand your knowledge beyond simple strategies. Impact your client’s trusts with PAFs, whilst implementing environmental change with impact investments.
 
Paraplanner $85-73K 
Collaborative working style and strong leadership capabilities, you operate well in a competitive environment. An organisation of repute that will recognise your true potential whilst providing you with advancement opportunities. A progressive organisation that will enable you to utilise your exceptional knowledge of financial strategies. You have a strong willingness to learn from my mentors and peers whilst working to strict compliance requirement
 
Paraplanner $83-69K 
Working alongside one other Paraplanner, you will be able to offer your clients high quality, personal strategic investment advice. Being an independent licensee, you will have the ability to advise the clients as you see fit. The autonomy here to learn and research more will also give you the edge to upskill, furthering your career progression and fuelling a move to Financial Planner, if that is your goal.
 
Paraplanner $75-61K 
Well established accounting and wealth advisory firm in the CBD. Due to their longevity in the market, their reputation and market position, they have a solid and deep client base that is absorbing and complex. They have specialist divisions in Audit, Tax and Wealth Management.  This no doubt will keep you excited in your role, but more so, it will further develop your technical strengths as a quality Paraplanner.
 
50/50 Hybrid Para Planner $89-73K 
Established over the last year and a half; this Financial Planning arm of a Multi-channel Brokerage business allows you to develop with an exponentially growing brand. Over a quarter of a million Net Revenue in this arms first year of operation. This current financial year already with a proven track record of new business revenue, combined with existing commissions to exceed their first year by a fair margin.

Associate Adviser $83-59K 
The approach here is different. The Partner has developed proven financial planning strategies that allow you to provide a more holistic service. You will take ownership of a surplus of untapped referrals which have come on the back of their rapid expansion. Work with both urban and regional clients on the individual and SME level. There is a high expectation for face to face client interaction.

INTERESTED:

Call me now on 0400675739 or email your resume to [email protected] and I will confidentially get back to you.

NOT INTERESTED

I can provide Financial Services professionals access to each other. I have been recruiting in this sector for years and have built a strong relationship with key clients. Our national client base is rich and diverse, from Global to leading Niche Firms.

• Our Specialist team provide valuable information to Client and Candidate on availabilities, salary expectations and market trends.
• The leading specialist recruitment consultancy in Financial Services, All aspects of Independent Financial Advisory and Dealer Groups

You can also benefit your career by joining my LinkedIn page: https://au.linkedin.com/in/jaicob-abbott-atchison-962049117 Feel free to visit FinancialServicesJobs.com.au for more roles

We uphold the principles of equity and diversity in our recruitment dealings. If you have the right skills for the job we will appreciate your confidential application.  

Jaicob Abbott-Atchison 

Financial Services Specialist 

(02) 9467 6767