Ambitious Top-Notch Paraplanner/Admin

We are a boutique financial planning firm in North Fremantle WA. We specialise in Self-Managed Super Funds and Direct Equities. Our passion is guiding individuals towards a better financial future, and equally the career development of people.

The Opportunity

We are seeking a Paraplanner/Administrator to provide high quality service to our 150 clients. Potential to earn a negotiable salary based on experience + super + bonuses.

The primary purpose of this position is to provide our clients with extraordinary service in relation to their SMSF/investment portfolios and manage their accounts in a highly efficient manner. 

Reporting to the Director/Owner some of your responsibilities include:

  • Producing statements of advice and ROAs
  • Assist with asset management
  • Meeting and greeting clients
  • Managing the Xplan data system
  • Preparing monthly reports
  • Building and maintaining strong relationships with clients.

To be successful in this role you will have 1+ year Financial Planning experience, office management experience and be RG146 compliant. Additionally, experience in SMSF administration would be helpful for this position.

Apply today and don't miss out starting this exciting opportunity to work amongst a close knit group of professionals as soon as possible.

30/03/2021 $0 Perth 1 Banking & Financial Services
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