paraplanner in Canberra CBD

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job details

posted
location
canberra cbd, australian capital territory
job category
Banking
job type
permanent
reference number
90M0331359_1515733433
contact
jeremy oconnor, randstad
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job description

This well established independent Financial Planning boutique provides complex and tailored advice to HNW clients. Their team is made up of successful Financial Planners and the company has a very open APL.

You will be working alongside Advisors as well as Client Service staff. You will assist advisors by developing detailed and accurate Statement of Advice (SOA) and will actively participate to the strategy implementation. You will be dealing directly with clients and will have the opportunity to sit on meetings with them.

This role will suit an experience Paraplanner who wants to work for a strong brand and get exposure to HNW clients.

You will have your DFP and ADFP or studying towards. You will have a minimum of 3 years experience working as Paraplanner and will have excellent technical and compliance knowledge. You will have outstanding communication skills and strong attention to details. The right person will be rewarded with a very attractive salary package, great career development and the opportunity to work in a collaborative and fun environment.

To apply online, please click on the appropriate link. Alternatively, please contact Jeremy O’Connor at Jeremy.OConnor@randstad.com.au or call (02) 8298 3808.



skills

Paraplanning, Financial Planning

qualification

DFP, ADFP