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About Euroz Hartleys Limited 

Euroz Hartleys is proudly West Australian and is WA's leading financial services business.  We recognise it is our team of 180+ talented individuals working together that make us a success. 

We invite you to join us.

The opportunity

Due to a recent internal promotion we have an exciting opportunity for an experienced Paraplanner to assist the Strategic Advice Team within Private Wealth with the preparation and implementation of compliant and client centric advice for both existing and new clients.  

Responsibilities include preparation and production of client Statements of Advice and Record of Advice documents.  Working closely with wider paraplanning team to prepare and produce end to end strategy development, implementation and construction of compliant, high quality advice documents.

About you 

Being able to bring your whole self to work is important to us.  At Euroz Hartleys we embrace our values of Relationships, High Performance, Integrity, Accountability and Respect.  

You will have:

• 2 - 3 years previous experience as a Paraplanner 
• Experience in formulating financial strategies, financial projections and production of SOAs/ROAs 
• Understanding of ASX/ASIC Rules and Corporations Law will be highly regarded
• Iress and Xplan experience desirable
• You will be FASEA compliant or working towards completing these Qualifications

What we can offer

Our business is centred on relationships and we endeavour to provide a supportive environment in which our employees can thrive.

• High end CBD office close to public transport 
• Onsite gym, basketball court and tennis courts
• Attractive salary 
• Discretionary bonus scheme
• Access to our Performance Rights Plan (share scheme)
• Range of employee benefits including generous paid parental leave
• Team environment 
• Work life balance
• Income protection insurance
• Journey insurance

Supporting a diverse workforce

We recognise the uniqueness of our employees, and the skills and experiences each and every member of our team can bring to Euroz Hartleys. We see the value of diverse voices and we are continuing our evolutional journey toward greater Diversity, Equity and Inclusion.  We invite you to join us on this journey. 

How to apply

If you feel you are a suitable candidate, please submit your application by clicking on the ‘Apply’ button.

All applications received will be treated with utmost confidentiality.

If you would like to discuss this opportunity further, please contact Gemma Crawford - Human Resources Manager on 08 9268 3***.

To find out more about Euroz Hartleys please visit our website eurozhartleys.com