Senior Paraplanner
Brisbane
| Up to $110,000 + Super
About the company: Our client is a holistic financial planning firm with a handful of office locations throughout Queensland. They are going through a big period of growth and are looking to expand their Brisbane team through hiring a senior paraplanner. This is the perfect opportunity for an experienced paraplanner that is looking to develop their career within a dynamic and growing business. Benefits: Fun, social team culture Half day every Friday - get an early start on your weekend! Growing practice with room for career development Work closely with advisers and other paraplanners Excellent remuneration on offer - up to $110k + Super Tasks and Responsibilities: Write high quality SOA and ROA documents for holistic advice scenarios Complete research and modelling for plans Ensure documents meet all compliance requirements Liaise with financial advisers and admin support Work towards KPI's and productivity targets About you: 3+ years of paraplanning experience Experience writing SOA's for holistic advice scenarios including insurance Strong understanding of financial planning compliance and regulations Xplan and Xtools+ experience Good productivity, time management and communication skills Salary is flexible depending on experience, up to $110,000 + Super. How to apply: If you're interested please apply via this ad or send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020. For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
