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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:
Salary is dependant on experience ranging from $60k - $80k + super
Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion.
For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
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Location
Brisbane
- Job type Permanent
- Discipline
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Reference
1180162-1
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Salary
$60k - $80k + super
- Excellent work culture
- Great opportunity for growth and progression
- Fast growing firm
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
- 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
- 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
