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.
