Paraplanner in North Sydney

Summary about this job

Detail information about job Paraplanner in North Sydney. Terms and conditions vacancy

The Company:
This Independent financial advisors currently assist military and medical professional with their financial goals. Due to varied clients wealth, this company provides high-quality financial planning advice in areas of insurance, superannuation, SMSF, investment, cash flow management, retirement planning, direct property and mortgage/finance.
  

• A professional services organisation that values its people with a great culture
• Unbelievable benefits like EXTRA annual leave, REAL coffee, free Wi-Fi, a Monthly Celebration Day plus loads more…
• A focus on personal learning and development and growth for career progression

  
The Role:
The primary purpose of this position is to develop and conduct statements of advice for the financial advisors. Due to Net Worth of clients, you will be needing experience writing complex strategies on SMSFs, Trusts and retirement planning.
Key Responsibilities:

• Attending client meetings with Financial Planners as required.
• Supporting the Financial Planner(s) in research and analysis to meet Client needs and objectives
• Supporting the Financial Planner(s) in preparing Client financial plans and suitability reports
• Developing and maintaining internal relationships to help maintain business flow and meet agreed targets

  
Requirements:
Your confidence, enthusiasm, effective communication skills, combined with your self leadership and willingness to assist, will guarantee your success within this challenging, diverse and critical role. Our ideal candidate will have:

• DPF/ADF and RG146 qualification (minimum)
• Demonstrated experience using X-plan and Microsoft Office suite
• Previous experience in a similar role (min 3 years)

  
If interested in this Paraplanning role, please contact James on 0451831861 for more information.