Paraplanner

Boutique Private Wealth firm on the Sunshine Coast is seeking an experienced Paraplanner to join their growing Financial Planning team. 

The Company 
The firm offers an excellent opportunity for a technically minded paraplanner to join their team. This is perfect for an ambitious paraplanner who is either looking for a career in paraplanning or the support to progress their financial planning career and become a manager or even adviser. You will be working closely with the Director/Financial Planner.

The Role:
You will be responsible for providing support to the Advisor and in return will receive flexible working hours and excellent benefits. 
  • Production of complex statements of advice in a timely manner meeting service level agreements.
  • Meet and exceed individual productivity targets
  • Maintain compliance 
  • Work closely with the Advisor and support staff
Role requirements:
  • Paraplanning experience essential
  • DFP or ADFP 
  • Excellent organizational and communication skills both written and verbal
  • XPlan Experience preferred
  • Attention to detail
  • AMP Experience highly regarded

Please apply to the details below without delay, interview allocations are available now.

25/11/2019 $0 Sunshine Coast 1 Banking & Financial Services
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