Senior Paraplanner

Our client is a personalised wealth management partner. They prioritize their clients' interests and work to achieve their financial goals.
Our client was founded by experienced and entrepreneurial investment professionals who shared a common vision: to excel in providing wealth management services by taking a new approach that addresses the inherent conflicts and biases often found in traditional wealth management firms.
Your duties will include:

• Prepare and review SoA's for retail clients ensuring they are compliant;
• Review ad-hoc client queries and provide updates to the adviser for comment and recommendation.
• Deliver technical support for client strategies and create Investment proposal documents for wholesale clients;
• Organise client files and documents for advisers to handle the annual reviews; AND
• Support associates and assistants with the advice implementation activities.

To be successful in this role you will have:

• At least 3-5 years experience as a financial adviser/paraplanner;
• FASEA Education completed (preferred);
• Have had previous experience as a financial adviser;
• Ideally with SMSF and direct shares experience;
• Background with providing advice to HNW clients ideally; AND
• Knowledge with product implementation experience.

This is an exciting time for a Senior Paraplanner professional to join and contribute to a growing private wealth management firm in Australia.
To find out more about this opportunity, please don't hesitate to contact Fiona Lu at Kaizen Recruitment at 0412 123 706 or apply via the link.
#SCR-Fiona-Lu