paraplanner - senior in Brisbane

posted
contact
phil smith, randstad
job type
permanent
salary
AU$ 80,000 - AU$ 100,000 per year
apply now

job details

posted
location
brisbane, queensland
specialism
banking & financial services
job type
permanent
working hours
Full-Time
salary
AU$ 80,000 - AU$ 100,000 per year
reference number
90M0379823_1553846056
contact
phil smith, randstad
apply now
Apply with

job description

At this time of year demand for Paraplanning is on the up! Trends in the market over the last few years have shown that come the start of the year Paraplanners are in hot demand and short supply and that makes the competition tough! I have a range of different roles with both Boutique and Large organisations that can offer different career paths and development opportunities.

The key elements that we are looking for are:

  • Previous Paraplanning experience needed
  • Understanding of SOA documents and levels of Compliance
  • High attention to detail
  • Ability to work with a broad range of clients and Advice.
  • Full holistic SOA and ROAs
  • COIN Experinece essential

The roles that I currently have are from a Senior level through to more intermediate positions whereby you can work with existing Paraplanners to gain further insight into Modelling and Research to offer assistance to Financial Planners.

Education requirements:

  • DFP as a minimum
  • ADFP and Degree highly desirable

If you would like to learn more about the positions I am working on or just for a confidential chat please call Phil Smith at Randstad on 0416576473 or email phil.smith@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

COIN Paraplanning

qualification

DFP

educational requirements

Associate Degree/Diploma