Senior Paraplanner | Boutique Practice | Eastern Suburbs

All vacancies of AustraliaBanking & Financial ServicesSenior Paraplanner | Boutique Practice | Eastern Suburbs

A fantastic opportunity for a Senior Paraplanner to join a Private Wealth organisation based in the Eastern Suburbs

Summary about this job

Financial Planning

Company: Robert Walters

Location: Sydney

Work type: Full Time

Salary: Attractive Package

Phone: +61-7-2647-9752

Fax: +61-7-8059-3285

E-mail: n\a

Site:

Detail information about job Senior Paraplanner | Boutique Practice | Eastern Suburbs. Terms and conditions vacancy

A fantastic opportunity for a Senior Paraplanner to join a Private Wealth organisation based in the Eastern Suburbs

  • Opportunity to provide quality Statements of Advice to Retail and HNW clients
  • Be supported by Senior Leaders to grow your career in Wealth Advice

Reporting to the General Manager, you will work under supportive management who will trust you to work autonomously and drive your own success. In this role you will also be responsible for providing tailored financial advice to a range of individual clients by developing high quality complex financial strategies. This role will suit a self-motivated professional who enjoys supporting Financial Planners with providing sound technical advice. You will work in a dynamic environment that inspires collaboration and innovation and be afforded the opportunity to learn and develop your career in a supportive environment.

Key Responsibilities:

  • Research and strategic work regarding a variety of products and new client scenarios
  • Construct complex Statements of Advice (SOAs) for both new and existing clients
  • Review and research individual client needs, investment strategies and risk profiles
  • Identify and document a range of strategies in a compliant, personalised and tailored format
  • Provide financial planners with information and guidance on recommended strategies including research, Approved product lists, alternative strategies and compliance
  • Ad-hoc paraplanning related project work, e.g. compliance and template construction, process improvement.


Key Requirements:

  • Minimum of 1+ years of work experience in Paraplanning (required)
  • Completed DFP 1-8 (required)
  • Solid experience with Xplan/COIN software (required)
  • Strong customer focus giving goals based advice
  • Exceptional organisational and prioritisation skills
  • Be able to work autonomously with minimal supervision
  • Positive, can do attitude, proactive, enthusiastic with a strong work ethic.

To apply please click apply or call Ilze Du Preez on 0282 893 163 for a confidential discussion.

Responds for Senior Paraplanner | Boutique Practice | Eastern Suburbs on FaceBook

Read all comments for Senior Paraplanner | Boutique Practice | Eastern Suburbs. Leave a respond Senior Paraplanner | Boutique Practice | Eastern Suburbs in social networks. Senior Paraplanner | Boutique Practice | Eastern Suburbs on Facebook, LinkedIn and Google+