paraplanner (3 month contract) in Western Sydney

posted
contact
jeremy oconnor, randstad
job type
temporary
apply now

job details

posted
location
western sydney, new south wales
specialism
banking & financial services
job type
temporary
working hours
Full-Time
reference number
90M0375288_1549518199
contact
jeremy oconnor, randstad
apply now
Apply with

job description

The Company

Government business that provides services to administration of deceases estates and trustee services. They take care of Australian Citizens though taxation services, legal matters, pensions as well as asset management.

The Role

In this role, you will work alongside a hardworking and energetic team of Paraplanners and you will be writing both simple and complex SOAs covering insurance, strategy, investments and cashflow modelling… You will have the opportunity to develop detailed and accurate SOAs.

The plans are very different from one case to the next. Expectations of the clients also are very different so a comprehensive view is required.


Experience Required

You need to have at least 2 years of paraplanning experience

Solid understanding of financial planning practice

Knowledge of managed funds and investment, superannuation, investment markets, taxation and law practice

RG-146 Compliance at the very minimum

To apply online, please click on the appropriate link. Alternatively, please contact Jeremy O’Connor on jeremy.oconnor@randstad.com.au

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

skills

paraplanning, RG146

qualification

RG146

educational requirements

Associate Degree/Diploma