Paraplanner - Large Boutique - CBD
In this small team, you will be working with 3 advisors as well as administration and a Client Service Manager.
Summary about this job
Financial Planning
Company: Randstad - Banking & Financial Services
Location: Sydney
Work type: Full Time
Salary: $65k - $85k p.a. + attractive package
Phone: +61-7-5741-7000
Fax: +61-7-8937-3000
E-mail: n\a
Site: n\a
Detail information about job Paraplanner - Large Boutique - CBD . Terms and conditions vacancy
- Accounting / Financial Planning Business
- CBD Based
- Dynamic & Supportive Team
Paraplanner - CBD - HNW Boutique
Accounting / Financial Planning Business
HNW Clients
Dynamic & Supportive Team
The Company
This is a thriving boutique business that is partnered up with a medium size accounting business. It works predominately with HNW clients and is completely independent with its own research facility enabling it to give clients the best product to suit their needs. They are based in the heart of the CBD and have a very supportive culture.
The Role
In this small team, you will be working with 3 advisors as well as administration and a Client Service Manager. You will report directly to one of the Advisors and be involved in developing detailed and accurate strategic advice and SoA’s based on clients needs. Your role will have a wide scope and you will be involved in a range of projects along with dealing with advisers for technical queries. Opportunities for career advancement are available if specialist areas are of interest or an advisory role.
Experience Required
To be considered for this role you will possess the completed DFP qualifications with Advanced DFP and other further education highly desired. You will have a minimum of at least 6 months paraplanning experience You will be task focused and with strong attention to details skills. Knowledge of compliance and regulatory issues is mandatory along with the ability to be self-driven.
To apply online, please click on the appropriate link. Alternatively, please contact Scott Sherwood at [email protected]
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.