Join a successful boutique Financial Planning firm and enjoy a technical role, supportive team and competitive salary. This self-licensed company had been experiencing significant growth in recent months and as a result they are looking for a new Paraplanner to join their busy and successful team. In this role you will be recognised as an integral member of this dynamic team and you will work alongside a passionate and highly experienced group of Financial Planning professionals.
Your key responsibility will be to produce high quality SOA's within set time frames and in accordance with agreed service standards. You will as part of a team and assist with workflows and Adviser requests. Additionally, you will effectively utilise Xplan for financial modeling and creating impressive plans in line with Advisor recommendations.
To be successful you will be a self-starter with Paraplanning experience. You must be RG146 compliant and an Advanced Diploma of Financial Planning will impress. Experience using Xplan is advantageous but not essential. You must also be a team player with strong attention to detail and excellent technical product knowledge. In return you will be rewarded with a generous salary package, great career progression opportunities and a friendly working environment!
To apply please forward you resume to firstname.lastname@example.org or contact Victoria Tite on 0417 868 821.