Senior / Paraplanner

• Great team culture| WFH flexibility
• Attractive salary package 
• Strong Paraplanning experience required

Our client is a well-established Financial Planning and Chartered Accounting firm who pride themselves on long standing client relationships and an excellent market reputation. A role has become available for a Paraplanner or Senior Paraplanner to join the firm, and support the Principal and Financial Planning team. 

This presents a great opportunity for those seeking to build on their technical knowledge as this person will be well supported by the team. Our client can accomodate a 'career' Senior Paraplanner or those seeking a to develop a as an Adviser, in the future. 
You'll be a key point of contact for Clients and involved in some review meetings. Plan strategies may include; Investment Planning, Transition to Retirement, Tax, Insurance and SMSF. 

The successful candidate will ideally have: 

• At least 2 years' + experience in a Paraplanning role within a Financial Planning firm
• Experience writing multi-strategy SOA's
• Knowledge of SMSF, Superannuation, Investments and Insurance products.
• Excellent written and verbal communication 
• Strong time management skills
• RG146 Accredited, and ideally progress in the DFP.  
• Ideally experience in Xplan.   

 Don't miss out on this opportunity to join a fun and dynamic team!

For more information contact Carly Van Gramberg on 0468 819 ***, click Apply now or email your resume to ***@successionrecruitment.com.au
Additional information

• Great team culture and work environment
• Attractive salary package $$$
• Strong Paraplanning experience required