Paraplanner / Planning Administrator
Work closely with the Senior Paraplanner preparing advice documents, maintaining client portfolios and providing financial planning assistance.
Summary about this job
Financial Planning
Company: Metier Recruitment
Location: Sydney
Work type: Full Time
Salary: $80k - $85k p.a. + Superannuation + Benefits
Phone: +61-7-1711-8974
Fax: +61-3-4961-9837
E-mail: n\a
Site: n\a
Detail information about job Paraplanner / Planning Administrator. Terms and conditions vacancy
- Support the Senior Paraplanner for a successful boutique CBD accounting firm
- Excellent work life balance, flexibility and incentives with extra annual leave
- Minimum 3 years of experience needed in similar paraplanner/finance admin role
- High degree of accountability
- CBD location close to transport
- Great work life balance
- Up to $85K + Super
About the company
Our client is a successful, stable accounting and professional services firm with clients nationwide.
This company looks after their people and their team enjoy excellent perks, great rewards for long service and a family-feel environment that is friendly and supportive.
About the role
Work closely with a dedicated team of financial planners providing tailored advice for an impressive portfolio of high net worth clients.
This is a varied, hands-on role assisting with preparing advice documents, maintaining client portfolios, projections, risk advice, buying and selling shares and managed funds.
This collaborative role is a brilliant opportunity to further your career in a high-quality, successful and stable company.
Key duties include:
- Creation of ROA and SOA documents
- Attend client meetings and preparing for reviews
- Bank account setups
- Complete Insurance quotes through XPlan
- Complete product research and liaising with insurance providers
- General client administration and correspondence
To be successful in this role, you will need experience in:
- Financial planning compliance and administration
- Air-tight administration skills
- Strong communication skills
- Excellent attention to detail
In return:
- You will align with a stable, successful company that values their team.
- 5 weeks of paid annual leave per year after 1+ years in the business.
- Participate in their incentive scheme.
If this sounds like your next role, apply today!