Senior Paraplanner | Brisbane | $95k + bonus

Summary about this job

Detail information about job Senior Paraplanner | Brisbane | $95k + bonus. Terms and conditions vacancy

• A package of around $95k plus bonus for the right candidate
• Work within a high profile award winning practice in the city
• Working with a team of specialists with holistic advice

Exclusive to Jenner Recruitment we are looking for a Paraplanner who would like to work with financial the planners and be able to assist in the development of strategy.

Our Client

Our highly regarded client is looking for a Paraplanner to assist their Financial Planning team and their clients.

With a national profile across the Financial Services industry, our client prides themselves on their personalised wealth management strategies that are specifically designed and created to assist their clients to achieve their financial lifestyle goals.

Likewise, their staff are provided with flexible work arrangements and support for their future career development to ensure they also reach their own personal career goals.

Driven to only work with the best, this company ensures that each and every client receives a high quality client service and paraplanning offering that is much sought after in the market.

The Role

Reporting to the Paraplanning Manager, you will be responsible for assisting the team in the construction of high quality, Super, Risk, SMSF, Margin Lending, Shares and Investment SOA's.

Working with clients at all levels, you will need have had exposure to Risk, Super and Retirement with senior support available for more complex style plans.  You will need to be able to sit down with the Financial Advisors and be able to assist them with developing their strategies.

This role will require you to work as part of a team, take ownership of your role and be exceptionally well organised.  You  will be responsible for being part of a high profile team and delivering high quality, top end plans.

Responsibilities will include but are not limited to:

• Preparation of SOA's including risk, investment, wrap platforms and superannuation;
• Researching client investments and product
• Experience in either XPlan or Coin would be essential
• Assisting with investment review analysis;
• Financial modelling;
• Provision of high levels of client and technical support to the team;
• Maintain CPD points and in general keep up to date with the market and legislative changes; and
• Other duties as required.

About You

To be considered for this role you will be currently working as a Paraplanner for at least 2 years, and have an understanding of Financial Planning strategies.

You will also need to possess the following:

• RG146 compliant with a Diploma in Financial Planning or equivalent tertiary qualification
• At least 2 years+ working as a paraplanner and currently be employed within the financial planning industry
• XPlan or COIN financial planning software experience is well regarded
• High attention to detail and well organised
• The ability to build and maintain strong relationships
• Excellent written communication skills

If you are looking for a role where you will be an integral part of a solid team, please call Christine Jenner on 0447 444 505 or email [email protected] for a confidential discussion.

Who is Jenner Recruitment?

We are a boutique Financial Services recruitment consultancy providing specialist services to the Financial Planning, Wealth Management and Accounting sectors.

With over 38 years combined experience we are highly regarded for our honesty, integrity and ethical approach to our clients and candidates and offer personal innovative solutions.