Senior Paraplanner
Boutique Wealth Management Firm. Collaborative high performing business. Excellent reputation.
Summary about this job
Financial Planning
Company: Hays Banking
Location: Sydney
Work type: Full Time
Salary: n\a
Phone: +61-7-8080-4887
Fax: +61-8-9865-2377
E-mail: n\a
Site: n\a
Detail information about job Senior Paraplanner. Terms and conditions vacancy
- Attractive Salary Package
- High Touch Environment
- Complex Areas of Advice
Boutique Wealth Management Firm. Collaborative high performing business. Excellent reputation.
Your new company
This Financial Organisation are really growing in the market and are able to offer their customers a full suite of Wealth Management products. Due to recent growth they are looking to bring on a Senior Paraplanner to work alongside the Financial Planners in a high touch environment.
Your new role
As a Senior Paraplanner, your role will revolve around working with the company's Financial Planners, producing compliant Statements of Advice. You will also be liaising with other key stakeholders ensuring the appropriateness of documentation, client strategies, fees, product recommendations, and delivery of documentation as part of Statement of Advice preparation and delivery process. You will also be delegated with supporting the Paraplanning team and other technical areas of the business.
What you'll need to succeed
As the successful applicant, you will have the Advanced Diploma as a minimum, ideally accompanied by a relevant degree. You will have experience in a similar role previously. You will need to have an outstanding technical understanding of a holistic range of products in order to provide support to other stakeholders. You can also demonstrate a high attention to detail, excellent communication skills and an excellent technical knowledge across Financial Advice processes. Professional presentation is also essential.
What you'll get in return
On offer is a competitive salary package and an opportunity to work in a dynamic and highly successful organisation. This is an excellent opportunity to work in a senior capacity ensuring all technical service standards are met.
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, or call Rhys Burton 02 8062 6197. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.