Senior Paraplanner/ Associate Advisor $75- 90,000 + Super
This is an excellent opportunity to join a flexible team environment with a professional and reputable Financial Planning business, and progress your paraplanning career. This organisation is well known for having an ethical and financial planning team who focus on quality advice, and put the clients needs first every time. They are a pure fee for service business
In this role you will work closely with 2 Senior Financial Planners, helping them manage their clients by preparing Statements of Advice for a wide range of strategies, using Xplan
As a Senior Paraplanner/Associate Advisor you will report to the Managing Partner, and receive hands on training from from him.
Your responsibilities will include but not be limited to:
Writing a variety of SOAs yourself covering all facets of advice, with a focus on complex strategies (low volume and high quality)
Being the first point of contact of all technical advisor enquiries
Attending client appointment with the financial planner, and receiving regular training from them
Helping present the SOAs you have written in client appointments alongside the financial planner
Working closely with the CSO's and directing them to implement the advice you have written
To be successful you will be RG146 qualified, with a minimum of 2 years Paraplanning experience, along with a positive attitude and excellent communication skills
This business will offer you the opportunity to further your career and take on compliance responsibilities, or become an advisor in a reasonable time frame depending on your skill set.
This truely professional business with great processes and procedures in place. They are taking Covid very seriously and the office is currently closed with everyone working from home. They have a HR manager who has put together a remote induction program