Paraplanner

• Well established financial services firm specialising in HNW clients

• Flexible paraplanning role open to all levels

• Attractive salary package

Our client is a professional services firm that specialises in accounting and financial planning. An excellent opportunity has become available for an experienced paraplanner to join their team. 

The successful candidate will:

• Have 1+ years experience in an Paraplanning role within financial planning. Open to all levels from junior to senior. 

• Ideally have completed an Advanced Diploma in financial planning (or higher)

• Have experience writing complex, compliant ROA's and SOA's

• Have previous experience dealing with holistic advice (Super, Insurance, Investments, Estate Planning, Cash Flow Budgeting etc)

• Have a high attention to detail

• Have a high knowledge of financial planning regulations and compliance

• Have advanced XPLAN experience including modelling

As part of this role you will:

• Complete product research

• Liaise with external providers such as fund managers and insurers

• Complete product comparisons

• Assist in the development of strategies

• Prepare financial projections/ reports

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

• Ensure all advice documents adhere to compliance standards

Salaries are dependent on experience ranging from $75k - $100k 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