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Form of work
SalaryEstablished in 2001 this business has an outstanding reputation in the Sydney market not only for providing a high quality financial advice but for being a flagship company on working conditions.
With circa 40 staff this business has all the support and structure for you to be successful but still flexible enough so they can provide their clients with total best interest advice.
The Role
As a technical paraplanner in this business you will have an opportunity to work with a HNW client base with the average client at $2m FUM,
Your Duties will include:
- Preparation of complex and strategic SOA's
- Conduct research, financial modelling and projections
- Provide administrative and technical support to the financial advisers
- Maintain compliance standards across full review process
- Other ad hoc duties as required
- Minimum of 2-3 years experience as a Paraplanner
- Strong knowledge of multiple strategies
- Capable of writing complex SOA's and ROA's
- Knowledge of Xplan or Associated industry software
- Strong attention to detail
In return for joining this business as a Paraplanner you will be rewarded with a excellent salary package and working from home options.
To Apply for the Paraplanner role please press apply now or call James on 0451 831 ***
