AddressOur client is situated in Brisbane CBD and has been in operation for over 20 years. They are a full service financial advice business that offers holistic solutions to a client base of affluent individuals and families.
Due to business growth, there is an excellent opportunity for an experienced paraplanner to join their team.
Benefits:
- Successful, well established business with strong compliance and processes in place
- Work closely with highly experienced financial advisers
- Excellent team culture
- Work with HNW and UHNW clients
- Exposure to complex advice scenarios with multiple entities
- Paraplanner position supporting 2-3 financial advisers
- Review strategies
- Complete research, product comparisons and projections for plans
- Generate ROA's & SOA's for holistic financial advice recommendations
- Adhere to all compliance requirements
- Review advice documents generated by other paraplanners
- 2+ years of experience in a paraplanning position dealing with holistic advice
- Ideally completed or working towards FASEA approved studies
- Strong technical knowledge
- Previous experience working with trusts, companies and SMSF's
- Previous experience working with HNW clients will be favourable
- Xplan and Xtools experience
- Self driven
- Strong attention to detail
How to apply:
If you're interested please apply via this ad or send your CV to Ben Sultmann at ***@bentleyrecruitment.com.au
If you would like to discuss this or other opportunities, please call Ben on 07 3229 8***.
For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
