Intermediate Technical Paraplanner

All vacancies of AustraliaBanking & Financial ServicesIntermediate Technical Paraplanner

Technical specialist required. Develop and further your career - challenge your skills and knowledge. High Net Worth, SME and Executive Client Base.

Summary about this job

Financial Planning

Company: Godfrey Group Recruitment

Location: Sydney

Work type: Full Time

Salary: n\a

Phone: +61-3-7196-5800

Fax: +61-8-7667-1818

E-mail: n\a

Site:

Detail information about job Intermediate Technical Paraplanner. Terms and conditions vacancy

With a 30-year history of successful, passionate and lifelong relationships, this business is recognised as a market leader with most importantly, a trusted name in Financial Planning.  This business is privately owned and therefore independent and is dedicated to exceptional standards in customer service and in financial education.  With a presence in Queensland, New South Wales and Victoria, this business is excited about the growth ahead over the next 12 months.

As a result of business growth together with some new alliances with accounting firms, an opportunity has arisen for a Intermediate Paraplanner to join the business.  We are seeking an individual who is passionate about technical work, strive to keep their knowledge current and are driven by being a leader in their field.   Working with a small team, you will provide professional and operational support to Advisers through research, preparations of reports and modelling.  As well as solve complex day to day queries regarding advice process and ensure that processes and systems meet compliance standards.

To be successful, you must have had solid experience in the industry as a Paraplanner and be able to establish, build and maintain effective relationships with advisers and other key stakeholders.  You will be a self-starter with lots of initiative and have strong attention to detail.  You will be experienced in x-plan and be confident dealing with complex structures and advice.  People who can challenge a strategy or a particular way of doing things will be highly regarded. Strong skills in Excel and sound abilities in time management and prioritisation will also be highly regarded.

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