Paraplanner

Great career opportunity for an experienced Paraplanner, Established and Reputable Chartered Accounting Firm, Parramatta Location.

Our clients based in Parramatta are a highly respected and established Chartered Accounting firm that offer exceptional service to their clients.  Currently they are looking for a highly experienced Paraplanner to join this close knit team.

For you to be successful we need someone to hit the ground running and to be able to deliver outstanding results.

  • Excellent communication and presentation skills
  • Xplan knowledge essential
  • At least five years experience in a similar role
  • Ability to work autonomously
  • Flexible, highly organised and excellent attention to detail.

Responsibilities

Wealth Paraplanning

  • Working with the advisers to prepare the Statement of Advice
  • Researching the clients existing superannuation and investment portfolios
  • Implementing the Wealth Advice strategies

Insurance Paraplanning

  • Data collection form
  • Preparation of insurance quotes
  • Preparation of SOAs & risk researcher
  • Submit  and track applications to insurers
  • Liaise with the client and keep updated throughout the process

This is a varied role and you will have the opportunity to work with some of the best in the industry.

29/06/2020 $0 Parramatta & Western Suburbs 1 Banking & Financial Services
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