PARAPLANNER / ASSOCIATE

Summary about this job

Detail information about job PARAPLANNER / ASSOCIATE. Terms and conditions vacancy

Stirling Andersen has been exclusively engaged to recruit a Paraplanner on behalf of an established IFA with a family feel in Perth CBD. As an independent firm our client provides holistic financial planning to predominately HNW clients. 

This newly created opportunity has come about due to continued growth, and increasing client demand. As a client facing Paraplanner you will have excellent communication skills, and be familiar with attending client appointments, responsible for supporting a small, collaborative team of Financial Advisers, and practice principles.

Other core duties will include:

• Preparing and maintain client files, collating quantitative information to compile the financial reports.
• Review current investment portfolios
• Undertake research to identify suitable solutions to meet the client’s needs and objectives.
• Prepare information for analysis by the adviser.
• Ability to explain technical concepts to the firms clients

If you are interested in this position and have the relevant skills & experience then please apply by sending through your CV or call for more information.