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CSO / Paraplanner

Job description

  • Excellent work culture
  • Great opportunity for growth and progression
  • Fast growing firm
The Company:
Our client is a highly reputable and well-known aged care financial planning firm, looking to expand and bring their offerings Australia wide!

With continual growth in their Brisbane office, they are now seeking a paraplanner, or an experienced CSO looking to progress their career. The role will be supporting the team of advisers, with a focus on producing SOA's. 

The Benefits:
As well as working with a great team with excellent team culture, our client also offers a number of benefits:
  • Exceptional training and development
  • Career progression opportunities
  • Social environment with regular events and activities
  • Supportive and fun team environment
  • Competitive salary with bonuses based on performance
Role & Responsibilities:
  • Write compliant and comprehensive SOA's
  • Review plans and assist with strategies 
  • Provide support to 3 advisers
  • Work collaboratively with support staff and advisers
  • Ensure all advice documents adhere to licensee compliance standards
  • Receive training and guidance 
  • Assist with CSO & admin duties when required
About You:
  • We are ideally seeking an experienced CSO looking to progress into a paraplanning role
  • Strong writing skills is a MUST
  • Excellent attention to detail
  • Willing to perform a wide range of duties
  • Able to handle a high volume of work
  • Critical thinker; always asking questions

Salary is dependant on experience ranging from $60k - $80k + super

Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion.
  • scott@bentleyrecruitment.com.au
  • 07 3229 8020; 0468 4960 46
  • LinkedIn: https://www.linkedin.com/in/scott-munro187/

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs