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Job details

Location: NSW - Sydney
Discipline:
Reference: Ad-41497
Posted: 27 days ago

Job description

 

  • CBD office – close proximity to public transport links
  • Work with a renowned team with other dedicated Paraplanners
  • Above market salary rate for exceptional staff


About the Company
A well-renowned Financial Planning practice are in the market for a paraplanner to join their team due to a recent vacancy. They boast some of the most experienced Advisers in the business whose abilities will benefit your dedicated, and expert approach. The successful candidate will commence ASAP.

About the Role

  • Service the dedicated support to a team of Advisers – handling complex SOAs across investments, Superannuation, TTR, Aged-care etc;
  • Maintain a compliant work ethic
  • Manage external Paraplanning workflow – Quality checking and giving final verdict;
  • Utilise Xplan in producing the relevant documentation;
  • Mentor interns and train new hires

Skills & Experience

  • Minimum Advanced Diploma of Financial Planning
  • Ideally, 5 years prior experience required but will consider exceptional candidates beneath this;
  • Self-starting ethos with Impeccable attention to detail
  • Demonstrable knowledge of Xplan and Microsoft word & Excel

Culture

  • Collaborative working environment
  • Pod-based team set-up
  • Friendly staff

What to do next
Click APPLY or contact Gary Stuart on 0466 644 381 for a confidential discussion. Successful applications will be invited for a face to face screening prior to submission.


www.charterhouse.com.au