Paraplanner

Summary about this job

Detail information about job Paraplanner. Terms and conditions vacancy

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

Large Financial Services Organisation. Collaborative high performing team. Modern Offices.

Your new company
This large financial organisation has a strong presence within Wealth management and are growing their Paraplanning team. They are located in the CBD, and are looking for an experienced technical 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 clients.

Your new role
The position will work alongside their Financial Planners and provide support by writing technically sound holistic advice plan. You will help develop the strategies with the Financial Planners and construct compliant SOA’s. You will also be working with Senior Paraplanners and compliance officers 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
• Diploma of Financial Planning (ADFP preferred)
• Written complex SOA’s
• Strong communication 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 dynamic and highly successful organisation. There is also an outstanding opportunity for the right candidate to progress their career within this large 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.