Paraplanner Camberwell

Financial Services Arm of Prestigious Chartered Accounting Practice, Excellent Client Base, Opportunity for Growth.

The Client

My client is a prestigious Accounting practice with an outstanding reputation in its field. An opportunity has become available to join their Financial Advisory arm. A well established client base with complex structures that will offer you a technical challenge that will help your career progression.

 

The Role

The role will support the Financial Advisers to enhance the firms reputation in providing independent, non biased financial advice. Key responsibilities of the role include:-

  • Communicate and work closely with Financial Advisers to complete advice that is in the client's best interest.
  • Review Client's individual circumstances and provide solutions 
  • Prepare SOA's for clients

The Individual

  • RG 146 compliant Minimum requirement 
  • DFP 146  would be preferable
  • Degree Qualified Preferable
  • Able to demonstrate experience in Paraplanning and SOA's preparation and presentation
  • At least 2 years minimum experience in a similar role
  • Able to mentor Junior Staff
  • Must be experienced using X-Plan

 

The Rewards

  • Salary package of up to $70k including Super
  • Modern Offices
  • Public Transport at your front door
  • Excellent Team Environment

16/06/2020 $0 Eastern Suburbs 1 Banking & Financial Services
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