Senior Paraplanner- $75- 85,000 + Super

All vacancies of AustraliaBanking & Financial ServicesSenior 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:

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

[email protected] 

0409598111

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