Paraplanner- South Yarra $65-75,000 + Super
Wants flexible work hours? Opportunity to work from home 3 days a week from home and 2 in the office!
Summary about this job
Financial Planning
Company: FS Recruitment Solutions
Location: Melbourne
Work type: Full Time
Salary: $65,000 - $75,000 + Super
Phone: +61-8-6195-6616
Fax: +61-3-1706-3203
E-mail: n\a
Site: n\a
Detail information about job Paraplanner- South Yarra $65-75,000 + Super. Terms and conditions vacancy
This business is a boutique and privately owned Paraplanning business based in South Yarra. They have been established for over 7 years and are consistently growing their portfolio of financial planning businesses which refer to them, creating the existing opportunity for another full time or part time paraplanner (minimum of 3 days per week)
This challenging and varied role as a Paraplanner includes but not limited to:
- Financial modelling
- Maintenance of client portfolios
- Writing SOA's and ROA's
- Adhering to internal compliance requirements
- Quality checking overflow SOAs written by contract/casual paraplanners
You will need as a Paraplanner:
- Degree qualified with RG146 Compliance (or working towards)
- Knowledge of Xplan is advantageous but not essential as the business writes SOA using different softwares and templates
- To have the ability to receive constructive feedback from peers
- High attention to detail
- A minimum of 12 months paraplaning experience
What's in it for you:
- The opportunity to work for a flexible employer that will allow you to work from home
- Great team culture
- Exposure to all types of financial planning strategies and very broad range of products
- Lots of one on one training
For more information, please contact
Kiera Brown
Director- FS Recruitment Solutions
0409598111