Job Details
  • Reference394813B_1658734018
  • LocationSydney
  • SalaryAU$80000 - AU$95000 per annum
  • Job TypeFull Time
  • Posted19 days ago
  • ConsultantAnson Lam
About the Company:
Our client is a medium sized financial planning and accounting firm. They provide the opportunity for clients who lack strategy to plan and grow their wealth in the most effective way. They are passionate about providing great client service, with high value and high touch focus.

This position is the ideal position if you are currently a paraplanner / Associate adviser looking to progress into a Professional Year and take over a book of clients. If you enjoy paraplanning as a career, my clients are also very interested in you.

The Role:
  • Working with Financial Planners on strategy development and research for clients
  • Provide financial advisers with technical support within a changing legislative landscape
  • Preparation of statements of Advice (SOA) and Records of Advice (ROA)
  • Maintain client interactions, files and database records (XPLAN)
  • Manage and respond to client queries within specific time frames
  • Work collaboratively in a team to improve various business processes
Skills & Experience:
  • 2+ years paraplanning experience
  • XPLAN experience preferred
  • Strong attention to detail
  • Excellent written and verbal communication skills
  • Ability to work autonomously and as part of a team
  • Must have a can-do attitude
For a confidential discussion please email your updated CV.