Excellent opportunity to join a leading boutique financial planning firm based in Fortitude Valley. Our client boasts a range of staff benefits and prides themselves on a fun and collaborative work environment.
They are looking for an experience paraplanner to join their team.
Benefits:
1pm finish on Friday's
Flexible working arrangements
Regular social events
Extra annual leave and birthday leave
Profit share
The role:
Supporting 2 senior advisers
Producing quality ROA's and SOA's for new and existing clients
Complete modelling for each plan using Xtools+
Dealing with superannuation, insurance, investments and some SMSF
About you:
Minimum 2 years paraplanning experience
Confident producing advice documents for superannuation, insurance, investment and SMSF recommendations
Able to work in a fast paced environment
Efficient and high attention to detail
Strong Xplan experience including Xtools+ (must have)
Strong understanding of compliance and legislation
Good communicator and happy to work as part of a collaborative team
Salary ranging from $80,000 to $100,000 + super depending on skills and experience.
If you're interested please apply via this ad or send your resume 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
