AddressParaplanner/Financial Planning Assistant required for small Adelaide Hills firm due to pending retirement of current paraplanner. The role would involve Paraplanning, helping create ROA's and SOA's, keeping track of OSA's and compliance requirements, client contact and various other administrative duties. Salary negotiable for suitable candidate.
Experience with XPlan and Iress ideal. Opportunity to help build something in large growth phase. Future equity and partnership definite possibility.
Please contact me at *****@shawaccounting.com.au.
