senior paraplanner - up to $110,000 in Eastern Suburbs Sydney

apply now

job details

posted
location
eastern suburbs sydney, new south wales
specialism
banking & financial services
job type
permanent
reference number
90M0342541_1526883838
contact
jeremy oconnor, randstad
apply now

job description

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.

In this role, you will have the opportunity to support the Senior Financial Planners and will be a first point of contacts for their High Net Worth 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.

You will need to be ADFP compliant and studying towards CFP. You will have a minimum of 4 years experience working in a paraplanning role. You will have very good technical knowledge around holistic and comprehensive advice and will also have excellent communication skills. The right person will be rewarded with a very attractive salary package as well as the opportunity to work with a leading company that strive to do what is best for their clients.

To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O’Connor on 02 8298 3808 or email 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

qualification

ADFP, CFP, Degree

educational requirements

Bachelor Degree