Graduate Paraplanner/Paraplanner

We are a well established Financial Planning Practice who are renown for providing a professional and ethical service to our Clients.  We have continued to grow even through the downturns which is a credit to our team of Financial Planners and Support staff.  Due to continued growth we are seeking to appoint a new Paraplanner to our dynamic team.

Reporting to the Office Manager, this position will work closely with the Financial Planners to determine the appropriate technical strategy for each client, researching various Invesments, Fund Managers and Insurance providers to develop the Statement of Advice document using Xplan.  This position will at times attend client meetings and take part in presenting the plan to the Client. 

We are open to consider a fully qualified Graduate Financial Planner seeking an entry point into the Industry or an experienced Paraplanner.  

09/06/2020 $0 ACT 1 Banking & Financial Services
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