Risk Paraplanner

Job title : Risk Paraplanner
Location : Victoria
Job type : Permanent
Salary : AU$80000.00 - AU$95000.00 per annum
Reference : 16798

Your Company:

Join a market leading and privately owned wealth management firm where you will enjoy a technical and varied role. Due to recent changes, this business has the rare opportunity available for a Paraplanner/Associate Advisor who is experienced in the provision of holistic advice and interested in focusing on Risk. The chosen candidate would become an integral member of a great team, working closely with successful and experienced Advisers.

The good bits:

  • Generous Salary packages
  • Excellent team culture
  • On going support and training
  • Great Office Locations

The role:

  • Working hand-in-hand with the Financial Advisers
  • Generation of complex strategies and liaise with client throughout the advice process
  • Ove seeing the external Paraplanners prepared SOAs
  • Continuously researching and reviewing strategies
  • Working with Xplan

To be successful, candidates must have:

  • Tertiary qualification and be RG146 compliant
  • Minimum 2 years' experience as a Paraplanner
  • Experience generating SOA's for holistic advice, including Risk
  • Experience using Xplan
  • Excellent written and verbal communication skills
  • Strong attention to detail

Don't miss out on this exciting opportunity! For a confidential discussion please contact Sean Ghadri at Fuse Recruitment on 0432 251 228 or sghadri@fuserecruitment.com Or apply to the role directly! We look forward to hearing from you.

At Fuse, we specialise in recruitment for the Wealth Management industry and actively source for a broad range of established clients. If you are a Financial Planning, Mortgage Broking professional looking for your next opportunity, I'd love to hear from you!

If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role!

#SCR-sean-ghadri

#ChooseFuse