senior paraplanner - independent advice business in Sydney

posted
contact
jeremy oconnor, randstad
job type
permanent

job details

posted
location
sydney, new south wales
specialism
banking & financial services
job type
permanent
working hours
Full-Time
reference number
90M0421199_1595989647
contact
jeremy oconnor, randstad
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job description

About the company

This independent financial planning firm is a known for providing outstanding financial advice to a well established network of high net worth clients. Their Eastern Suburb office is made up of very successful professionals who work in a collaborative environment to achieve great outcomes.

About the role

In this role, you will have the opportunity to support the Senior Financial Planners and will be a first point of contacts for their wide range of clients. You will be responsible for writing accurate, strategic and compliant financial Statement of Advice and Records of Advice. You will attend client meetings with advisers to present strategies and will be responsible for retaining and enhancing the on-going relationship with their trusted clients. This is a unique opportunity for a Senior Paraplanner to take the next step in their career.

Benefits

  • Attractive salary package
  • Positive work/life balance encouraged with potential flexible working arrangements
  • Outstanding support
  • Fun social events


Demonstrated skills

  • Solid experience working in the financial planning industry as Paraplanner
  • Strong technical knowledge around holistic and comprehensive advice
  • Strong knowledge of advice software
  • DFP compliant, CFP preferred
  • Outstanding communication and presentation skills

To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O’Connor at 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

paraplanner, paraplanning, advice, financial planning, financial advice, rg146, dfp

qualification

dfp

educational requirements

Associate Degree/Diploma