Paraplanner

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Paraplanner for boutique dealer group with own AFSL; Management position supervising 7 Planners; development of processes and strategies

Summary about this job

Financial Planning

Company: Nimbus Financial Pty Ltd

Location: Sydney

Work type: Full Time

Salary: $80,000 - $89,999

Phone: +61-8-4308-6316

Fax: +61-3-1388-9657

E-mail: n\a

Site:

Detail information about job Paraplanner. Terms and conditions vacancy

The Business

The group provides a comprehensive range of financial services covering financial planning, accounting, taxation, audit and SMSF administration.

Adviser Logic is used for SOA generation, CRM and client records.

Sydney CBD location.

We aim for a professional work environment that is team oriented, with a high level of support and mutual respect without taking ourselves too seriously.

The Role

Comprises the usual paraplanning activities with a high degree of responsibility for developing the strategies recommended to clients.

Remuneration

$80,000 to $90,000 plus super and 5 weeks annual leave

Skills and Experience required

3 years paraplanning experience, excellent eye for detail, and ready and willing to run the paraplanning department.

A high degree of responsibility comes with the position. 

How to apply

If this sounds like the challenge you are looking for,  Hit ‘Apply now’ and please attach your cover letter, resume and academic transcript to be considered.

 

 

 

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