senior paraplanner x2 in Brisbane CBD

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

job details

posted
location
brisbane cbd, queensland
specialism
banking & financial services
job type
permanent
working hours
Full-Time
salary
AU$ 100,000 per year
reference number
90M0373588_1550618473
contact
phil smith, randstad
apply now
Apply with

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 CBD office is made up of very successful professionals who work in a collaborative environment to achieve great outcomes.

The 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 DFP compliant, working towards ADFP. You will have a minimum of 3 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.

Please apply via the link if you are interested or contact Phil Smith on 0416576473 for more information.

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

Senior Paraplanner

qualification

ADFP

educational requirements

Associate Degree/Diploma