Strategic Paraplanner $101-87K Strategy?

Summary about this job

Detail information about job Strategic Paraplanner $101-87K Strategy?. Terms and conditions vacancy

• Which strategic segmentation is your next career step - You're the specialist
• Test yourself and create complex wealth strategies - Technically minded Planner
• Holistic advice that is tailored towards a hypothetical client - Broad APL

Confidentially Call or SMS Jaicob on 0400675739

If you're thinking about a possible change in 2018, now is actually the best time for a move. In July the market has a surge of prospective candidates and my clients have come back to me with their needs in the new Financial Year. As an example, below is a sample case of the type of strategic advice required in on of these Senior Paraplanning roles:

• Andrew (aged 57) and Sophie (aged 54) are individual trustees of an SMSF.
• Neither of them have made contributions personal contributions into superannuation in recent years.
• Both are 100% in accumulation phase with Andrew’s member balance being $1.2m and Sophie’s balance being $200K.
• Andrew’s components are made up of 89% taxable and 11% tax free with an unrestricted non preserved benefit of $340,000.
• Sophie’s balance is 100% taxable.
• Andrew is currently employed and earning $150,000 per annum and receiving superannuation guarantee contributions.
• Combined are able to save $30,000 per annum, have $400,000 cash in their personal names. They are also balanced investors.
• Both are seeking to retire at age 65.

What strategies (if any) do you propose they undertake to optimise their position further? Assuming current rates and thresholds, feel free to provide a brief strategy on details and figures for any recommendations.

Notwithstanding this, you can call me confidentially on 0400 675 739 to discuss the types of roles that have this depth in strategy.

INTERESTED:

Call me now on 0400675739 or email your resume to [email protected] and I will confidentially get back to you.

NOT INTERESTED

I can provide Financial Services professionals access to each other. I have been recruiting in this sector for years and have built a strong relationship with key clients. Our national client base is rich and diverse, from Global to leading Niche Firms.

• Our Specialist team provide valuable information to Client and Candidate on availabilities, salary expectations and market trends.
• The leading specialist recruitment consultancy in Financial Services, All aspects of Independent Financial Advisory and Dealer Groups

You can also benefit your career by joining my LinkedIn page: https://au.linkedin.com/in/jaicob-abbott-atchison-962049117 Feel free to visit FinancialServicesJobs.com.au for more roles

We uphold the principles of equity and diversity in our recruitment dealings. If you have the right skills for the job we will appreciate your confidential application.  

Jaicob Abbott-Atchison 

Financial Services Specialist 

(02) 9467 6767