Technical Paraplanner - career path into advice or compliance

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A rapidly growing practice requires a Paraplanner with unlimited career progression into advice or compliance

Summary about this job

Financial Planning

Company: Ford Peterson

Location: Sydney

Work type: Full Time

Salary: $110,000

Phone: +61-2-9690-8760

Fax: +61-3-2294-6860

E-mail: n\a

Site:

Detail information about job Technical Paraplanner - career path into advice or compliance. Terms and conditions vacancy

Experienced Technical Paraplanner required in accounting and financial advisors firm. With unlimited career progression on offer, this role is ideal for a driven paraplanner with the ambition to step into a financial planning or compliance position.

The company:
This young, ambitious accounting and financial advisor firm has built a strong reputation in the market by offering holistic advise to medical and military professions. In a newly built office block, this company is extremely slick in all aspects; procedures, team cohesion and decor.
  • Complex holistic advise to High Net Worth Clients.
  • Consistently growing and expanding.
  • Brand new office building.  
The role:
The incoming Paraplanner will be joining a team with high expectations of quality over quantity. Writing SOA’s for 5 senior advisors using Xplan, you will need to have solid knowledge on SMSF/investments/risk and superannuation. At all times, you will need to be up to date with compliance legislations and regulations.
  • Supporting 5 Financial Advisors with the development of complex SOAs.
  • Construct financial modelling using Xplan
  • Be consistent, compliant with internal policies and the current legislation.
  • Assist advisers in strategy construction, financial modelling and projection analysis.  
The Requirements:
This Accounting and Financial Advisors are seeking a candidate who meets the following criteria:
  • 2-3 years experience in Paraplanning.
  • Demonstrate past experience developing SOAs focusing on SMSF/Investments/Retirement Planning.
  • Desirably Degree educated.
  • Solid Xplan ability.
  
IN RETURN:
For you  experience and credentials, this company will be able to offer you unlimited career development opportunities whether that be in planning or compliance. If looking to expand qualifications, studies will be supported.
  • $80,000 - $110,000 base salary dependent on experience.
  • Clear pathway to progression.
  • Earn $150-200k within 3 years 
  • Flexible working hours.
TO APPLY, please follow link below or contact James Sheppard on 0451831861 for more information.

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