An outstanding opportunity has arisen for an experienced paraplanner to join well regarded boutique business in the south/eastern suburbs. With the owner looking to retire out of the business, this role will be working hand in hand with the senior advisor where you will be responsible for all paraplanning duties and technical support. You will be an integral member of the team also working closely with the fabulous Client Services Officer who provides an exceptional quality of client service and advisor support.
Offering the opportunity to work part time in an arrangement that mutually suits the business along with your own lifestyle and requirements, you will be joining a family friendly, cohesive team environment that will offer you long term stability, an enjoyable place to work and the opportunity to become a key part of this business now and moving forward.
This role will provide you with the utmost in autonomy and diversity, while seeing you responsible for the production of complex and quality SOAs, financial modelling, creating and maintaining templates, and working with the advisor in developing client strategies and more.
So if you are looking for that technical role with a very reputable and successful boutique financial planning business that can offer you a true work/life balance, and you meet the following criteria, we would love to hear from you.
To be the successful candidate, you must meet the following pre-requisites:
Experience in paraplanning - complex SOA/ROA production, variety of strategies - specific experience in Insurance, Super, SMSFs and Investments
Sound technical knowledge base
Xplan experience - advanced level required
Exceptional client relationship/client service skills
High levels of accuracy, initiative and a pro-active and enthusiastic work ethic
Excellent communication skills - written and verbal, and high levels of attention to detail.
Exceptional presentation and ability to build rapport with clients
True desire to be a key part of a small business and long term commitment.
In turn, you will be afforded the opportunity to develop your career with a fabulous small business well regarded for its exceptional client relationships and provision of quality advice..
Interviews to commence immediately and commencement can be immediately or in the New Year.
Hours/days approximately 3 days per week or 4-5 shorter days. Salary circa $70-80k pro rata.