As a Paraplanner, you will excel in strategy development, be technical minded and have excellent written communication skills.
Our client is a holistic financial services provider, who takes pride in providing comprehensive services to HNW clients in the areas of Financial Planning, Accounting, Mortgages, Property and Legal.
They have been providing holistic services to their clients for over 25 years.
As a Paraplanner, you will undertake research to support and develop compliant strategies for clients - that make a difference.
This practical all hands-on deck role, will focus on providing a seamless client experience, with support staff to assist with implementation tasks.
As Paraplanner you will:
· Undertake research, modeling, cash flow analysis and forecasting to support recommendations
· Utilize XPLAN to its Full potential and functionality, including XPLAN Advice tools
· Preparation of Statements of Advice, Record of Advice and no advice documents according to, best practice standards, current code and regulations
· Manage work in progress activities with support staff
· Communicate and work with a range of internal and external stakeholders
· Have an eye for detail and accuracy
· Exceptionally strong computer skills
· Attend client meetings with financial planners on an ad hoc basis
To qualify for this role, you will have the following:
· 5 or more years Paraplanning experience (using XPLAN) within an Australian based firm
· Minimum Degree Qualification within financial planning or related area
· Strong technical knowledge, ability to conduct research and problem-solving skills
· Great English written and verbal communication skills
An attractive salary package will be offered to secure the right candidate of up to $100,000.
The role is located in the Sydney CBD.
This is a technical and rewarding opportunity for the right candidate.
For further information on this role, please contact Gavin on 02 9188 0795 or submit your application online.
This is a full-time role, and you must have full working rights in Australia. The role is office based.