Senior Paraplanner $90,000 Including Super

This is an excellent opportunity to join a flexible team environment with a professional and reputable Financial Planning business, and progress your career. This organisation is well known for having an ethical and financial planning team who focus on quality advice, and put the clients needs first every time.  They are a pure fee for service business with their own license.  Their business has a small number of clients that are provided with a high level of service, and the advice is very complex particularly focused on SMSFs

In this role you will work closely with 2 Senior Financial Planners, helping them manage their clients by attending some client appointments and writing all SOA's and ROAs.  You will act as the conduit between the Advisors and the CSO team, distributing implementation work to them 
 

About the Role

Your responsibilities will include;

  • Participating in the occasional meetings with the Senior Financial Planner, or a Partner of the Accounting Practice to assist with presenting SOAs and manage client relationships
  • Taking file notes & allocating tasks from client meetings
  • Assist in strategy development & preparation of strategy and advice documents (SOA's and ROA's)
  • Ensuring high compliance standards are maintained 
  • Work collaboratively with the client services officers who manages the implementation process
  • As a Senior Paraplanner within the team, you will help the Paraplanning Manager with ongoing training for 2 more junior paraplanners

 

About You

Ideally you will have;

  • 2 years + experience as a Paraplanner or Associate Advisor
  • Reputation for providing exceptional client service
  • Understanding of technical concepts 
  • High level of attention to detail and accuracy
  • Ability to prioritise and manage requirements
  • Relevant Degree and ADFP qualifications are highly desirable

This business can provide an opportunity for you to progress your career and become an advisor, taking over a portion of existing clients but also working closely with Accountants and other referral sources to build a book of new clients, but this will take at least 3-4 years.  However if you would like a career in Paraplanning and more technical roles, they will also support this development.

 

 

16/03/2020 $0 CBD & Inner Suburbs 1 Banking & Financial Services
Apply for this job

Option 1: Use this option if you want to upload a new cover letter and a Resume file

Apply Now ! Send Your Resume