Senior Paraplanner $103-81K Impact
Senior Paraplanner - Range of strategies, deal with philanthropic clients & enjoy flexibility between research, recommendation and communication...
Summary about this job
Financial Planning
Company: FinancialServicesJobs.com.au
Location: Sydney
Work type: Full Time
Salary: $103-81K
Phone: +61-3-3661-1595
Fax: +61-2-4666-7437
E-mail: n\a
Site: n\a
Detail information about job Senior Paraplanner $103-81K Impact. Terms and conditions vacancy
Confidentially Call or SMS Jaicob on 0400675739
Your time
Here you will have the ability to dedicate time to proactively research the best strategies to make a difference to your clients. The breadth of strategies available through this independent licensee allows you to provide a holistic approach to planning; SMSF, Investment, Trust & Estate.
Their Clients
The portfolio consists of primarily HNW & UHNW individuals as well as a number of direct portfolios for you to build from the bottom up. With the rise in the philanthropic sector; you have the ability to expand your knowledge beyond simple strategies. Impact your client’s trusts with PAFs, whilst implementing environmental change with impact investments.
Their Reputation
This highly regarded firm focuses on efficiencies and has removed the bulk of the unnecessary admin work. The ethos is to provide the best service to clients, providing them with better advice to impact their portfolio positively. As a result, they value their Paraplanners and view them as an integral function. Fluid dialogue between Paraplanner & Advisor is a necessity, in the best interest of the client.
You Experience
A Senior Paraplanner at your level would be highly proficient in XPLAN and have 8 years’ experience in delivery of investment strategy. You have a desire for both compliance and product recommendation. ADFS & related degree preferred.
INTERESTED:
Call me now on 0400675739 or email your resume to [email protected] and I will confidentially get back to you.
NOT INTERESTED
I can provide Financial Services professionals access to each other. I have been recruiting in this sector for years and have built a strong relationship with key clients. Our national client base is rich and diverse, from Global to leading Niche Firms.
- Our Specialist team provide valuable information to Client and Candidate on availabilities, salary expectations and market trends.
- The leading specialist recruitment consultancy in Financial Services, All aspects of Independent Financial Advisory and Dealer Groups
You can also benefit your career by joining my LinkedIn page: https://au.linkedin.com/in/jaicob-abbott-atchison-962049117 Feel free to visit FinancialServicesJobs.com.au for more roles
We uphold the principles of equity and diversity in our recruitment dealings. If you have the right skills for the job we will appreciate your confidential application.
Jaicob Abbott-Atchison
Financial Services Specialist
(02) 9467 6767