THE OPPORTUNITY Our client is a well established, progressive firm with offices throughout Queensland. Having a focus on growth, this firm offers a successful career opportunity within a professional and quality environment. With over 40 staff in their team, this firm offers a range of quality comprehensive advice for their loyal client base.
You will be a part of a team of paraplanners who collectively support the advisers, business partners and each other. You will be responsible for preparing simple, standard and complex advice documents, along with completing relevant research for said plans.
THE BENEFITS
Flexible work hours offering a great work life balance
Team and individual rewards if targets are met
Competitive salary and bonus scheme
Birthday events for staff
Yoga every Tuesday
Extremely high focus on employee development; assisting you to work towards your career goals
Young dynamic team
Strong support and mentorship from leaders within the business
DUTIES & RESPONSIBILITIES
Complete product research & comparisons
Produce compliant and comprehensive advice documents
Prepare insurance quotes using third party platforms
Prepare financial projections/reports
Peer review of advice documents
Work collaboratively with support staff and advisers
Provide support to advisers
ABOUT YOU
Prior experience as a paraplanner, ideally 2+ years.
Completed at least Advanced Diploma in Financial Planning, or a relevant tertiary qualification
Competent XPLAN experience
Experienced with projection/modelling platforms; Xtools+, Wealth Solver, Risk Researcher
Comprehensive understanding of holistic advice
Excellent interpersonal and communication skills
Excellent attention to detail and problem solving skills
Salary is dependent on experience but will be circa $80k + super.
Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion.
