Paraplanner

• Are you an experienced paraplanner with an eye for detail and genuine passion for financial strategies that make a real difference in a client’s life?
• Do you have experience with traditional financial planning CRM’s (Xplan, Adviser Logic etc)
• Do you want to work in a very supportive environment?

IQ Capital Group is a well-established and reputable financial services company experiencing exceptional growth, with an exciting opportunity for an experienced and professional paraplanner to join our dynamic team.

Our team prides itself on a proactive approach to providing exceptional service and personalised financial advice to a growing number of valued and long term clients.

We are looking for an enthusiastic team member to support our experienced Director of Financial Planning and a team of Senior Financial Advisers with responsibilities that include but are not limited to:-

• Constructing & reviewing advice in the areas of Superannuation, Wealth Creation, Retirement Planning, Risk Insurance (SMSF experience highly desirable but not essential) 
• Maintaining a commitment to the highest compliance standards
• Contribute to a culture of excellence in service and advice to our clients.

To be successful in this role, you will require:

• 2+ years of paraplanning experience and be RG146 compliant
• Experience in XPlan & Microsoft Office software highly desirable
• Excellent organisational and time management skills
• Exceptional written and verbal communication skills
• An attention to detail and a passion for high quality client service and advice

We are an established, successful, multi award winning company with a very highly skilled and established team and a clear progression pathway for the right people.

If you are looking for a new challenge and believe you meet the above criteria, click the Apply button below.  Please include your resume and a cover letter outlining your Paraplanning experience within the financial planning industry. 

Alternatively, please call Hammad Khalid on 0497 775 *** for a confidential discussion prior to applying.

Only shortlisted candidates will be contacted.