Planner Assistant/Junior Paraplanner

Summary about this job

Detail information about job Planner Assistant/Junior Paraplanner. Terms and conditions vacancy

• Pyrmont Location
• Market Salary
• Friendly Work Culture

My client is a Growing IFA practice, established in the 1980's with offices in Sydney & Melbourne. They have fostered a collaborative and fun work environment where all staff are empowered to provide input and manage the business. 

Due to internal growth, a new position has been created for a Paraplanner in the Sydney office based in Pyrmont. The role will likely suit a Planner Assistant/Client Service Officer with basic knowledge of ROA's & SOA's and keen to move in to a Paraplanning position. 

The role will see you work alongside 2 of the practice Directors, providing technical and advise support to the 3 Principal Advisers. The practice provides Holistic advice to affluent clientele across the medical & dental industries. 

Some of the key selling points include:
 - excellent work culture with openness and fairness the key characteristics of the practice
 - flexible and supportive culture with assistance for 'work from home' options, extra  study etc 
 - experienced Advice Management team to train and guide your Paraplanning career 
 - Strong Market Salary 
 - Exciting career opportunities in the growing Advice function 

This is an opportunity for a candidate with approx. 2-3 years minimum in the Financial Planning industry to further develop their skills. DFP qualifications are essential, tertiary qualifications ideal but not essential. 

For a confidential discussion please follow the links to apply or contact Conor McCarthy on 0404 732665 or [email protected].