Senior Paraplanner - Full time or part time

Summary about this job

Detail information about job Senior Paraplanner - Full time or part time. Terms and conditions vacancy

This is an exciting opportunity to join a boutique financial services company, who has a reputation for providing comprehensive financial advice and exceptional service to clients. Our firm is seeking a fulltime or part time Senior Paraplanner to provide a high quality paraplanning service to financial advisers, while working as part of a successful, cohesive team. Our office is located in the Northern suburbs and parking is provided.

The role:

The role involves you working closely with Financial Advisers and the paraplanning team, to produce sophisticated Statement of Advice documents. You will be required to produce comprehensive SOA's and complex cashflow and retirement modelling, as well as providing technical support to the financial advisers.

Key skills & experience required:

• You will have completed RG146 & have an extensive background as a Paraplanner (minimum 5 years experience)
• Experience with using Xplan software essential
• Solid technical knowledge
• Strong attention to detail

This role can be moulded to fit your working week. We are seeking either a full time (40 hours per week) and/or part time candidate (approx 24-37 hours per week). An attractive remuneration package will be negotiated dependent on experience and qualifications. Our firm highly values a positive work environment and working together as a team. It is therefore essential that the successful candidate has a genuine desire to help out their fellow colleagues when needed, in order to provide the highest level of service and support.

If you are looking for a long term career as a Senior Paraplanner with flexibility and job security, please email your resume to [email protected].