Our client is a holistic financial planning firm with a handful of office locations throughout Queensland. They are going through a big period of growth and are looking to expand their Brisbane team through hiring a senior paraplanner.
This is the perfect opportunity for an experienced paraplanner that is looking to develop their career within a dynamic and growing business.
Benefits:
Social team culture where achievements are celebrated
Half day every Friday - get an early start on your weekend!
Growing business in acquisition phase with opportunities for career development
Work closely with experienced advisers and other paraplanners
Excellent remuneration on offer - up to $120k + Super
Tasks and Responsibilities:
Write high quality SOA and ROA documents for holistic advice scenarios
Complete research and modelling for plans
Ensure documents meet all compliance requirements
Liaise with financial advisers and admin support
Work towards KPI's and productivity targets
About you:
3+ years of paraplanning experience
Experience writing SOA's for holistic advice scenarios including insurance
Strong understanding of financial planning compliance and regulations
Xplan and Xtools+ experience
Good productivity, time management and communication skills
How to apply:
If you're interested please 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
