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Paraplanner

Job details

Location: NSW - Sydney
Discipline:
Reference: Ad-42438
Posted: 9 months ago

Job description

  • Initial 4-mth contract with immediate start
  • Government agency based in Parramatta
  • $40ph + super (35hrs pw)


About the Company:

This agency provides independent trustee and financial management services for the people of NSW. Its fees and commissions are set by government, and services include: Wills, Powers of Attorney, Trusts, Enduring Guardianship and Deceased Estate Administration.

About the Role:

You will be involved in the provision of personal financial planning advice for a leading government agency. The current team consists of 10 and offers a centralised advice. This would best suit a recent graduate with at least 1yr experience as a Paraplanner looking to steer themselves towards a career as a Financial Planner.

Responsibilities:

  • Deliver advisory services that are high quality, consistent, cost effective and timely, compliant with legislative requirements and consistent with industry best practice.
  • Provide advice to clients that is appropriate to their personal circumstances and maximises the benefits they are entitled to.
  • Managing plans that balance client needs, commercial and community service objectives, risk management, legal and financial obligation
  • Preparation of compliant Statement of Advice documents (including annual reviews)
  • Prepare written material that is well structured and easy to follow by the intended audience
  • Communicate routine technical information clearly

About You:

  • Diploma Financial Planning – Advanced Diploma preferred
  • One-year financial planning exp

If this sounds like you then please send your updated cv through to sarah@charterhouse.com.au or click apply.
 

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