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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:
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
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Location
Gold Coast
- Job type Permanent
- Discipline
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Reference
1197841
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Salary
$70,000 - $80,000 + Super
- Growing business
- Collaborative, social office culture
- Internal career progression supported
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
- 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
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