Our business is multi-disciplined, providing accounting, financial planning and estate planning services.
We are looking for an experienced person to work with our team in the role of paraplanner.
You will be required to work with the principal planner and other support staff, liaise directly with clients, prepare advice documentation and manage compliance obligations.
The position is for 3 days per week, Wednesday to Friday from 9am to 5pm. Start and finish times are flexible.
You will need experience in the financial services industry with a working knowledge of Xplan client management software.
Option 1: Use this option if you want to upload a new cover letter and a Resume file