Senior Paraplanner- $75- 85,000 + Super
Want to take your career to the next level? Work in a very well establish and highly regarded financial planning firm that give sophisticated advice
Summary about this job
Financial Planning
Company: FS Recruitment Solutions
Location: Melbourne
Work type: Full Time
Salary: $75,000 - $85,000 + Super
Phone: +61-3-3683-1740
Fax: +61-8-6006-7283
E-mail: n\a
Site: n\a
Detail information about job Senior Paraplanner- $75- 85,000 + Super. Terms and conditions vacancy
This boutique but HNW financial planning firm with over $1.5 Billion Funds Under Advice is looking for a motivated Senior Paraplanner to join their friendly team. This organisation has gone through some recent growth due to several acquisitions and newly gained strategic referral alliances which has meant a significant increase in clients. One of the key attributes of this business is not only the challenging strategies they deal with, this level of complexity is not often seen in most financial planning businesses
This challenging and varied role as a Senior Paraplanner includes but not limited to:
- Financial modelling
- Maintenance of client portfolios
- Writing SOA's and ROA's
- Adhering to internal compliance requirements
- Attending some client meetings
- Quality checking overflow SOAs written by external paraplanners
- Attending client appointments with the financial planners and helping with he presentation of SOAs
You will need as a Paraplanner:
- RG146 Compliance
- Knowledge of Xplan is advantageous but not essential
- To have the ability to receive constructive feedback from peers
- High attention to detail
- A minimum of 2 years experience
What's in it for you when joining this leading and reputable Boutique:
- Progression and growth to become an Associate Advisor and ultimately and Advisor if this is your chosen path, however career paraplanners are also highly regarded in this business
- Exposure to all facets of financial planning
- Lots of one on one training
For more information, please contact
Kiera Brown
Director- FS Recruitment Solutions
0409598111