Paraplanner

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Fantastic private client advice firm located in North Sydney.Great career development opportunity

Summary about this job

Account & Relationship Management

Company: Hays Banking

Location: Sydney

Work type: Full Time

Salary: n\a

Phone: +61-7-8112-5547

Fax: +61-7-5058-8904

E-mail: n\a

Site:

Detail information about job Paraplanner . Terms and conditions vacancy

  • Career Progression Opportunity
  • North Sydney
  • Attractive Salary & Benefits

Fantastic private client advice firm located in North Sydney.Great career development opportunity

Your new company
This private wealth firm located in North Sydney are looking for an experienced Paraplanner to join their Wealth Management team in assisting the business during a phase of growth. They pride themselves on the professional service they consistently deliver to their High Net Wealth Clients.

Your new role
The position will work alongside their Principal Advisers and provide support by writing technically sound holistic advice plans. You will help develop the strategies with the Principal Advisers and construct compliant complex SOA’s. You will also be working with Senior Paraplanners and Associate Advisers to ensure targets are consistently met and work is completed in line with industry regulations.

What you'll need to succeed
You will need Paraplanning experience from a previous role. In addition, you will have:

  • A relevant tertiary qualification
  • CFP (Preferred)
  • Previous experience using financial planning software
  • Excellent Customer service skills
  • Sound knowledge of the financial planning process



What you'll get in return
This is an exciting opportunity to join a growing team and develop your career further. On offer is a competitive salary package and an opportunity to work in a successful private wealth firm. There is also an outstanding prospect for the right candidate to progress their career within this financial organisation as they grow their senior talent from within the business.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV

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