Paraplanner - Montara Wealth

Paraplanner role working with a fun, fast paced and collaborative team, Excellent progression opportunities available and perks, Competitive salary + bonus + super.

Paraplanner Montara Wealth

An exciting opportunity exists to join a fast-growing financial planning business based in the Sydneys CBD. Despite the pandemic, our company has continued to grow results and is looking for an experienced Paraplanner to join our dynamic and collaborative team.

About the role:

Working closely with the Senior Financial Planner, the successful applicant will be a team player who can demonstrate a thorough understanding of financial planning concepts and the advice process.  This role will suit someone who is self-motivated, organised and as has and has strong eye for detail.

Typical duties will include:

  • Attending some client meetings and working with the advisor to construct the advice for clients
  • Preparing SOAs, ROAs and ongoing review packs 
  • Assisting with the ongoing managing the admin team  
  • Assist the Financial Planner to provide our clients with continued ongoing support via email, phone and face to face
  • Along with the admin team, youll be responsible for ensuring the companys CRM and compliance are up to date 

Whats in it for you

A competitive salary and bonus structure will be offered to the right candidate. The remuneration package will be negotiable depending on your skill-set and previous work experience. 

We are committed to continually working with our staff to progress their careers, so they can achieve their professional and personal objectives. Culture is big part of our company and the successful candidate will be working with a fun, passionate and dynamic team.

Some key attributes/requirements will be:

  • Diploma/ Advanced Diploma of Financial Planning essential
  • Passed FASEA exam preferred
  • Previous Experience in a role supporting a financial adviser role, Paraplanner experience preferred
  • Excellent communication skills
  • Experienced in excel/word/office
  • Strong attention to detail

If you are looking for opportunity to join a fun and growing business with excellent opportunities for progression, then please submit your cover letter and CV to David Hancock by Friday 27th November

16/11/2020 $0 CBD, Inner West & Eastern Suburbs 1 Banking & Financial Services
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