Paraplanner

• Training and mentorship provided

• Boutique financial planning firm, inner city location

• Competitive salary package

Our client is a specialist financial planning firm that provides comprehensive, goals based advice to its clients.

This position will work alongside their existing senior paraplanner until they retire in roughly 18 months. During this time you will have the opportunity to receive paraplanning training and mentorship from a senior colleague.

The Role

• Complete product research & comparisons

• Liaise with external providers such as fund managers and insurers

• Assist in the development of strategies

• Prepare financial projections/ reports

• Write compliant and comprehensive ROA's and SOA's

• Supporting 2 advisers

• Work collaboratively with support staff and advisers

• Ensure all advice documents adhere to licensee compliance standards

• Receive training and guidance where needed

• Assist with some administration tasks where needed

• Be prepared to take on more responsibility when current paraplanner retires

About You

• Ideally 2+ years experience in an paraplanning role within financial planning

• Diploma of Financial Planning or relevant tertiary degree preferable

• Experience writing complex, compliant ROA's and SOA's

• Previous experience dealing with holistic advice (Super, Insurance, Investments, Estate Planning, Retirement Planning etc)

• High attention to detail

• Have a high knowledge of financial planning regulations and compliance

• Advanced XPLAN experience including modelling and Xtools 

• Passionate about paraplanning

• Organised and reliable 

Salaries are dependent on experience but will be circa $70,000 - $90,000 package. 

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 me on 07 3229 8020.

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