Paraplanner – Leading Industry Fund
WFH / Office Options
Centralised Paraplanning Team
Leading Financial Services provider with offices nationally. They have won numerous awards in the Advice industry due to their excellent client care and way of tailoring advice to the best needs of the client. Great collaborative culture and friendly satisfying place to work. They encourage development of their staff
This role will see you working in a medium sized team supporting a large team of advisors. You will be using X-Plan and be constructing comprehensive SOA’s consisting of complex, super and pensions as well. This is a great opportunity to work with a very collaborative team and be associated with a leading brand in the industry.
Your role will have a wide scope and you will be involved in a range of projects along with dealing with advisers for technical queries. Opportunities for career advancement are available if specialist areas are of interest or an advisory role.
To be considered for this role you will possess the completed DFP qualifications with Advanced DFP and other further education highly desired. You will have a minimum of at least 3 Years paraplanning experience. You will be task focused and with strong attention to details skills. Knowledge of compliance and regulatory issues is mandatory along with the ability to be self-driven.
To apply online, please click on the appropriate link.
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