Paraplanner

About the companyThis growing financial advice business based in Sydney CBD has developed a great name and brand over the years. Constantly striving for perfection, the team is known for providing outstanding financial advice to a wide range of loyal clients ranging from to corporate and High Net Worth individuals.Due to recent growth, they are looking for an experienced Paraplaner to join their journey and play a key part in their long term success.About the roleIn this role you will be supporting the Senior Financial Planner and will be responsible for writing accurate strategic and compliant financial Statement of Advice and Records of Advice. You will be responsible for writing accurate, strategic and compliant financial Statement of Advice and Records of Advice. You will work closely with advisers on strategy and play a key part in retaining and enhancing the ongoing relationship the advisers have with their trusted clients.This is an exciting opportunity for an experienced Paraplanner with good financial modeling (Xtools+) experience to join a successful and fun business that provides great flexibility and career development.Demonstrated skills

• Extensive experience working in Paraplanning or as Associate Adviser
• Strong experience using XPlan and financial modeling (Xtools+)
• Understanding of compliance frameworks in the advice industry
• Strong attention to detail and strong communication skills

Benefits

• Attractive salary package
• Opportunity to work in a successful and fun business
• Positive work/life balance encouraged with potential flexible working arrangements
• Great career development opportunities
• Fun social events

To apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.auAt Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.Skillspara planner, paraplanner, senior paraplanner, financial advice, wealth management, modeling, xplan, xtoolEducationAssociate Degree/Diploma