AddressOur Client
Our client is a boutique financial planning practice. They are looking for an Paraplanner to assist their successful and dynamic financial planning team in preparation of advice documents.
This business prides themselves on establishing and maintaining long term relationships.
Clients benefit from the integration of the various skills in the firm to achieve optimum outcomes in areas such as retirement, superannuation, wealth creation, retirement planning and risk.
The Role
Reporting to the Practice Manager you will be the senior support to the advisers in all levels of advice.
Your responsibilities will include, but are not limited to:
- With the use of XPlan prepare SOA's and ROA's for new and existing clients
- Be competent in Super, Risk, Investment, SMSF & Entities in strategies
- Ensure all portfolios recommended are in accordance with recommendations and meet all compliance requirements
- Ensure all strategies are focused on the clients needs/objectives
- Other duties as required
About You
Currently you will be working within a Financial Planning industry in a Paraplanning role, you will have demonstrated high values, integrity and have strong ethical behaviors. You will need to possess strong and articulate communication, and will need to work extremely well within a team environment.
You will be client focused and enjoy working within a professional and supportive financial planning team.
To be considered for this role, you need to process the following attributes:
- Driven to provide accurate, compliant advice documents across a varied client base
- Strong technical and research skills with a broad knowledge base and thorough understanding of industry regulations.
- Excellent verbal communications skills
- An ability to develop and build on key relationships with internal stakeholders
- 4+ years experience in a similar role
- Effective time management skills
- Advanced knowledge of Microsoft Office suite of products; and
- XPlan Financial Planning software would be an advantage
If you would like to lead this team in an organisation where you will be recognised for your commitment and rewarded for your high performance, contact Christine Jenner on 0447 444 *** or email your resume in a word format to *********@jennerrecruitment.com.au for a confidential discussion.
Who Is Jenner Recruitment?
We are a boutique Financial Services recruitment consultancy providing specialist services to the Financial Planning and Wealth Management sectors.
With over 44 years combined experience we are highly regarded for our honesty, integrity and ethical approach to our clients and candidates and offer personal innovative solutions.
