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Form of workA family friendly practice in Manly is looking for a Paraplanner to join their flexible team. Part time and full time would be considered.
Our Manly-based client is renowned in Sydney for providing highly ethical financial advice and maintaining a positive work environment. With a team of around 10 dedicated professionals, they offer the ideal balance of support and flexibility to ensure both our employees' success and our clients' satisfaction.The Role:
Joining them as a Paraplanner means working with a High Net Worth client base, managing an average portfolio of $2 million FUM.
Your Responsibilities:
- Crafting complex and strategic SOAs
- Conducting thorough research, financial modelling, and projections
- Providing administrative and technical support to financial advisers
- Ensuring adherence to compliance standards throughout the review process
- Undertaking additional duties as required
- Possesses a minimum of 2-3 years' experience as a Paraplanner
- Demonstrates a strong understanding of various financial strategies
- Capable of producing detailed SOAs and ROAs
- Proficient in using Xplan or similar software
- Has a keen eye for detail
In return for your expertise, we offer an attractive salary package and the option to work full-time or part-time, accommodating your personal needs.
To apply, please click 'Apply Now' or contact James on 0451 831 861."
