Associate Adviser/Senior Parpalanner | Mackay | $100k

Summary about this job

Detail information about job Associate Adviser/Senior Parpalanner | Mackay | $100k. Terms and conditions vacancy

• A package up to $100k for the right candiate
• Estalished and well-known practice with solid brand
• Fantastic team culture with supportive leadership to progress you to Partner

Exclusive to Jenner Recruitment, our client is looking for an Associate Adviser/Paraplanner to work within a well sought after business in Mackay.

Our Client

Our client is a specialist wealth management firm who provide their clients with objective advice and  are currently seeking an experienced Paraplanner to join their successful team.

Priding themselves on being specialists in their field, they offer their clients the best advice and value possible.

With over 20 years within the industry, they are well established and pride themselves on their staff culture and all staff representatives and clients are respected and valued as individuals and for the unique skills and qualities they bring to the company. 

The Role

Working within an existing structure and reporting to the Partner, this role provides scope for the right candidate to grow their career and build on their current skillset.

Supporting the Financial Planning team, you will ideally be working in an existing Paraplanning role within the Financial Planning industry.

Ideally you will be a Intermediate to Senior Paraplanner used to working with complex strategies.   For the right candidate there is the possibility also of career progression into an Associate Advisory role.

To be successful in this role, you will need to have the following abilities and skillsets:

• Work closely with Advisers and Senior Advisers to drive the plan development, delivery, implementation and ongoing review processes.
• Utilise your existing Paraplanning skill set to ensure technical excellence is brought to the role.
• Use clear thinking skills and outstanding writing abilities to craft tailored Statements of Advice (SoA) which communicate complex strategy concepts in plain language.
• Build lasting relationships with clients and ensure queries are addressed, expectations are managed and financial planning strategies are seamlessly implemented.
• Oversee outgoing materials and ensure advice documents are technically and legislatively sound, meet internal standards and adhere to compliance regulations.
• Achieve KPIs and targets applicable to the role (incl. Revenue, Productivity/Delivery Standards, New Business/Referral targets).
• Provide support to the Financial Planning department as required.
• Other duties as required.

About You

This opportunity will most appeal to a motivated individual with a polished and professional presentation.  To be successful in this role you will require:

• At least 1-4 years experience working within the Financial Planning industry as a Paraplanner
• ADFP qualification is preferred but not essential
• Tertiary qualification is preferred but not essential
• Xplan skills would be advantageous
• Excellent analytical, organisational, time management and prioritising skills
• Excellent written and verbal communication skills

If you are looking for a role where you will be considered an integral part of the team, please call Christine Jenner on 0447 444 505 or email [email protected] for a confidential discussion.

Who is Jenner Recruitment?

We are a boutique Financial Services recruitment consultancy providing specialist services to the Financial Planning, Wealth Management and Accounting sectors.

With over 40 years combined experience we are highly regarded for our honesty, integrity and ethical approach to our clients and candidates and offer personal innovative solutions