Paraplanner/Trainee Paraplanner

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Paraplanner/Trainee Paraplanner to work in Sydney CBD financial planning business.

Summary about this job

Financial Planning

Company: ACD Financial

Location: Sydney

Work type: Full Time

Salary: n\a

Phone: +61-2-6898-4285

Fax: +61-8-9755-1652

E-mail: n\a

Site:

Detail information about job Paraplanner/Trainee Paraplanner. Terms and conditions vacancy

A medium sized Sydney CBD based Financial Planning practice seeks a paraplanner/trainee paraplanner. You will be working with experienced financial planners who provide fee for service financial advice across a broad cross section of clients.
 

We are looking for someone who can provide:

  • Paraplanning Support
  • Preparing Statements of Advice/Records of Advice within our compliance framework
  • Execute transactions, monitor client portfolios and client related admin.


    The successful applicant will be/have

  • Relevant degree qualified an advantage
  • Paraplanning experience or at least some financial service experience an advantage
  • RG146/DFP an advantage or on pathway to achieving
  • Some experience in financial planning software an advantage (XPLAN ideal)
  • Intelligent with a desire to learn and work in the financial advice industry
  • Must be an Australian Citizen or a Permanent Australian Resident.

We are looking for someone who wants to learn, to grow and to become a valued member of our team.

We plan to interview by the end of July.  Applicants will be notified before then.

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