Job Details
  • ReferenceBH-142924-1
  • LocationSydney CBD
  • Salary$80000 - $100000 per annum
  • Job TypeFull Time
  • Posted23 days ago
  • ConsultantAnson Lam
About the Company:

Our client is a large financial planning /accounting firm that specialises on high net worth clients with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe. They provide the opportunity for high net worth clients who lack strategy to plan and grow their wealth in the most effective way. They are looking for an experienced Risk Paraplanner to with a high performing team. This will be the ideal role for you if you enjoy writing holistic advice and taking on some management duties.

The Role:
  • Develop accurate and succinct insurance advice
  • Research products, strategies and technical issues to ensure knowledge is kept current
  • Assist clients with application forms, including tele-underwriting, medical and financial
  • Maintenance of client database in XPlan
  • Review PDS documentation
  • Deep understanding of risk and compliance in relation to investments, superannuation both simple and complex strategies for HNW invdividuals
  • Management of client portfolios
  • Work with advisers to develop quality advice for clients
  • Mentor two junior paraplanners and have them assist you with your workload.
Skills & Experience:
  • MUST have experience with XPLAN
  • Experience preparing Risk Advice Documents 
  • Must have insurance/risk paraplanning experience
  • 3+ years experience as a Paraplanner
  • High communication skills and analytical mindset to think outside the box

To Apply, please email a copy of your updated resume. Only email applications will be considered.