Paraplanner

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Very successful and rapidly growing Financial advisory practice, Paraplanner role with room to progress and further you career, Western suburbs!

Summary about this job

Financial Planning

Company: All 4 People

Location: Perth

Work type: Full Time

Salary: $70,000 to $85,000 + Super

Phone: +61-8-5136-1426

Fax: +61-7-9102-1616

E-mail: n\a

Site:

Detail information about job Paraplanner. Terms and conditions vacancy

  • $70,000 to $85,000 + Super
  • Boutique and very successful practice with a friendly team
  • 5 weeks annual leave
Located in the Western suburbs of Perth our clients are a very successful boutique financial advisory practice with around 8 members of staff who are now looking to add to their already successful team with the addition of an experienced Paraplanner.

Just some of the duties the successful candidate will be asked to complete will include research and assisting the financial advisers, Strategy development, SOA and ROA completions, Database Management, Maintaining compliance and preparing meeting notes.

To apply for this fantastic vacancy you will need 2 or more years experience within Australia as a Paraplanner, RG 146 compliant or working towards completion of the diploma in Financial planning, Have good XPLAN and XTOOLS experience, Have a high attention to detail.

In return the successful candidate will receive a salary of between $70,000 to $85,000 + Super depending on experience, 5 weeks annual leave, On-Going training and career advancement, Excellent promotion prospects, Be part of a highly successful and friendly team.

To apply please email your resume to [email protected] or for a confidential chat please call Andy on 0455501177.

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