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.
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
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 firstname.lastname@example.org
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