Senior Paraplanner
All vacancies of Australia • Banking & Financial Services • Senior Paraplanner
Clear career path | Above market salary | Eastern Suburbs location
Summary about this job
Financial Planning
Company: Ford Peterson
Location: Sydney
Work type: Full Time
Salary: n\a
Phone: +61-3-2721-4617
Fax: +61-8-2458-8391
E-mail: n\a
Site: n\a
Detail information about job Senior Paraplanner. Terms and conditions vacancy
The Company:This well-established firm has been providing bespoke solutions to their clients across a broad spectrum of financial planning services. Their success comes through a high touch approach, providing their clients with guidance whilst ensuring all decisions are informed and on track.
Role:
The key focus of this role is to develop personalised and complex Statements of Advice for a portfolio of High Net Worth clients.
Duties include:
- Preparation of detailed SOAs which are compliant with internal policies and the current legislation
- Construct financial modelling using Xplan
- Workflow management
- Minumum 3 years experience
- Knowledge of Xplan is advantageous but not essential
- High attention to detail
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