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A well established local financial planning firm are seeking the services of an experienced Paraplanner to assist their team of advisers. Based out of Paddington this position will afford the successful individual an opportunity to shine and develop their own career within a structured environment. The firm can offer flexible hours, security and work/life balance to the right candidate.
Working with the Senior Paraplanner you will be tasked with preparing holistic Statements of Advice. Previous experience dealing with investment strategies, debt management and structures, gearing, insurance and retirement planning is advantageous.
To be successful for this role you will need:
- RG146 compliance or working towards
- Excellent written and verbal communication skills
- Good level of technical knowledge and ability to maintain professional compliant standards
- Ability to work unsupervised and in a team environment
- Experience of Xplan
- Strong attention to detail
- High level of time management and organisation skills
It is envisaged that the successful candidate will have a minimum two years experience in a similar position. Salary is commensurable with experience and a highly competitive package will be negotiated with successful applicant.
Interested applicants please click apply below.
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