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Senior Paraplanner

Job details

Location: NSW - Sydney
Salary: $90,000 – $110,000 (inc super)
Discipline:
Reference: Ad-32112
Posted: 3 months ago

Job description

Overview
 
The position will bolster a team of 5 paraplanners, providing technical support to a team of 3 Advisers. As this is based in an affluent are you will be servicing HNW clients with complex, technical advice.
 
The Position
 

  • Coordinate and manage new and existing client work-flows
  • Oversee development and renewal of Statements of Advice, Reviews and client facing documents
  • Accompany Adviser on client meetings and engage throughout.
  • Support clients as first / second point of contact on any queries they have.
  • Perform fact-finds and Develop robust financial strategies based on these
  • Maintain a solid, compliant work ethic; ensuring you remain methodical and organised in your day-to-day duties

 
Requirements
 

  • Excellent compliance and technical knowledge, gained from 4-5 years of previous role within paraplanning
  • Strong grasp of financial planning software systems and Platforms Inc. Xplan and Practifi
  • Interpersonal skills that will contribute to building successful relationships with clients and add to a terrific office culture.
  • Relevant Financial Planning qualifications including CFP

This job has expired!