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Salary will be dependant on your experience but will be around $80k - $90k + super.
Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion.
Email | scott@bentleyrecruitment.com.au
Phone | 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
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Location
Brisbane
- Job type Permanent
- Discipline
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Reference
1236037
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Salary
$80,000 - $90,000 + super
THE OPPORTUNITY:
Our client is a well established firm, located in a growing suburban hub in Brisbane, with easy access to shops, cafes and public transport. Having been in operation for almost 50 years, a fantastic opportunity has arisen for an experienced paraplanner to join their team. This highly successful firm specialises in providing comprehensive advice to their growing client base.
BENEFITS:
- Join a successful and stable business
- Exposure to a variety of clients
- Supportive culture with the opportunity for progression
- Opportunity to assist with audits and compliance
- Flexible start and finish times
- Complete product research and comparisons
- Support a team of advisers
- Assist in the development of strategies
- Prepare compliant, comprehensive and complex SOA's and ROA's
- Liaise with external providers such as fund managers and insurers
- Ensure all advice documents adhere to compliance standards
- Prepare financial projections/ reports
- Work collaboratively with support staff and advisers
- 3+ years experience in an paraplanning role within financial planning
- Completed FASEA approved studies is ideal but not necessary
- Experience writing complex 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
- XPLAN experience including modelling and Xtools
Salary will be dependant on your experience but will be around $80k - $90k + super.
Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion.
Email | scott@bentleyrecruitment.com.au
Phone | 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