Paraplanner / Strategist

• Great work culture

• Client facing role

• Monthly RDO

The Company
Our client is a well established and highly reputable firm being in operation for over 40 years, working with clients right across Queensland! 

With continual growth in their financial services division, they are seeking an experienced Paraplanner / Advice Strategist to join their team. You will be primarily supporting and assisting the financial planners with their clients and preparation of advice. It will be ideal for an enthusiastic, self-motivated and efficient professional looking to grow and develop their skillset within the industry.

The Benefits

• Well-known firm who prefer to promote within

• Strong focus on training and development

• Active social club with monthly events

• Monthly RDO available

• Flexible hours & work-life balance is encouraged

Roles & Responsibilities

• Write comprehensive and compliant SOA and ROA documents

• Complete product research

• Develop strategies and discuss with advisers

• Work directly with Financial Planners and assist with a range of daily tasks

• Attend client meetings and be mentored by Financial Planners

• Implement advice strategies when required

• Ensure all advice documents adhere to licensee compliance standards

• Maintain and build upon your knowledge within the industry

• Timely follow ups with clients

About You

• Passionate about delivering excellent customer service

• Have a great knowledge of investments, superannuation, tax, debt management, structures, estate planning, insurance and compliance

• Ability to build and maintain relationships

• Have a high knowledge of financial planning regulations and compliance

• Experienced with XPLAN

• Excellent time management skills

• Can work under pressure and towards deadlines

Salary is dependant on experience ranging from $65k to $85k + super.

Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion.

• scott@bentleyrecruitment.com.au

• 07 3229 8020; 0468 4960 46

• LinkedIn: https://www.linkedin.com/in/scott-munro187/

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs