Senior Paraplanner - 12 month contract | Up to $100k | Brisbane
A package of up to $95k for the right applicant, Work with a highly skilled and profiled team, Flexibility to work from home/and in the office when we all return to normal.
Exclusive to Jenner Recruitment our client is looking for a Senior Paraplanner to join their strategic team of specialists.
This is a unique business located in Brisbane. You have the rare opportunity to work with some of the most successful Financial Planners in the market. Together with their dedication to the business, you will be given all the tools necessary to ensure your ongoing development and success within the organisation as a Senior Paraplanner.
Our client prides themselves on their commitment, loyalty and end to end solutions for their clients. Their staff are paramount to their business and the care and dedication that they take ensures a warm friendly environment.
Reporting to the Advice Manager, this role would best suit a Senior Career Paraplanner who delivers a professional service and enjoys working in a friendly, relaxed, casual environment.
Duties would include:
Preparation of SOA's including risk, investment, wrap platforms and superannuation;
Researching client investments and product
Experience in XPlan would be essential
Assisting with investment review analysis;
Provision of high levels of client and technical support to the team;
Maintain CPD points and in general keep up to date with the market and legislative changes; and
Other duties as required.
Our client is looking for someone who has a high work ethic, is self-motivated, proactive has an eye for detail, and a real passion for financial planning.
To be considered for this role you will need to possess the following:
High end skillset in SMSF, Superannuation, Pension, Risk etc
ADFP or relevant tertiary equivalent
3+ years experience in Financial Planning as a Paraplanner
Xplan experience is essential
Exceptional communication skills both written and verbal
Willing to be a fantastic team player, with an excellent attitude to the role.
We are a boutique Financial Services recruitment consultancy providing specialist services to the Financial Planning, Wealth Management and Accounting sectors.
With over 38 years combined experience we are highly regarded for our honesty, integrity and ethical approach to our clients and candidates and offer personal innovative solutions.