Well established Financial Planning and Taxation Firm
Attractive salary package
Hands on, multi-faceted role
The Company:
Our client is a well established boutique firm specialising in comprehensive advice for their loyal client base. A fantastic opportunity is currently available for an experienced paraplanner to join their team. Located in a growing suburban hub in the south western corridor of Brisbane, with easy access to public transport, cafes and shops.
Our client offers a number of benefits including:
A focus on work life balance
Flexible working arrangements
On site car parking
Regular social activities
Close knit and friendly team
Roles & Responsibilities: This is a multi-faceted position where you will be required to perform the following duties:
Provide support to the lead adviser
Complete product research and assist with appropriate strategies
Prepare compliant, comprehensive and complex SOA's and ROA's
Liaise with clients and fund managers
Generate and process OASA, Fee Consent and Fund Manager applications
Organise and completion of ad-hoc administration tasks
Prepare files and reports for annual review meetings
XPLAN database management
About You:
Currently working in a paraplanning role with minimum 2 years experience
Diploma / Advanced Diploma of Financial Planning essential
Advanced skills in XPLAN, Xtools+, Microsoft Word & Excel
Have technical knowledge of tax, Centrelink entitlements, deceased estates
Willing to perform a wide range of administrative duties
Accredited (or ability to obtain) aged care qualifications
Excellent communication skills and high attention to detail
Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion.
