There is an excellent opportunity for an experienced paraplanner to join a growing financial planning firm based in central Gold Coast.
Our client specialises in financial advice with a focus on superannuation, insurance and personal investments. There will be the opportunity for this paraplanner to progress within the firm with support through their Professional Year.
The successful candidate will:
Have 1+ years experience in a paraplanning role within financial planning
Ideally have completed an Advanced Diploma in financial planning (or higher)
Have experience writing compliant ROA's and SOA's
Have previous experience dealing with super and insurance advice
Have a high attention to detail
Have a high knowledge of financial planning regulations and compliance
Have Adviser Logic experience
As part of this role you will:
Complete product research
Liaise with external providers such as super funds and insurers
Complete product comparisons
Assist in the development of strategies
Prepare financial projections/ reports
Write comprehensive ROA's and SOA's
Ensure all advice documents adhere to compliance standards
Salaries are dependent on experience ranging from $70,000 - $80,000 + Super.
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 Ben on 07 3229 8020.
For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
