Paraplanner

Our client is situated in Brisbane CBD and has been in operation for over 20 years. They are a full service financial advice business that offers holistic solutions to a client base of affluent individuals and families.

Due to business growth, there is an excellent opportunity for an experienced paraplanner to join their team.

Benefits:

• Successful, well established business with strong compliance and processes in place
• Work closely with highly experienced financial advisers 
• Excellent team culture
• Work with HNW and UHNW clients
• Exposure to complex advice scenarios with multiple entities 

• Paraplanner position supporting 2-3 financial advisers
• Review strategies
• Complete research, product comparisons and projections for plans
• Generate ROA's & SOA's for holistic financial advice recommendations 
• Adhere to all compliance requirements 
• Review advice documents generated by other paraplanners

• 2+ years of experience in a paraplanning position dealing with holistic advice
• Ideally completed or working towards FASEA approved studies
• Strong technical knowledge
• Previous experience working with trusts, companies and SMSF's
• Previous experience working with HNW clients will be favourable 
• Xplan and Xtools experience
• Self driven
• Strong attention to detail