Job Details
  • Reference391635E_1667260785
  • LocationEdgecliff
  • SalaryAU$90000 - AU$110000 per annum
  • Job TypeFull Time
  • Postedabout 1 month ago
  • ConsultantAnson Lam
About the Company:

Our client is a boutique 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 Senior Paraplanner to produce high quality low volume Advice Documents. 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
  • 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
Skills & Experience:
  • MUST have experience with XPLAN
  • Experience preparing SOAs/ROAs, product research and selection
  • Must have insurance/risk paraplanning experience
  • 3+ years experience as a Paraplanner
  • High communication skills and analytical mindset to think outside the box
For a confidential discussion please email a copy of your updated resume. Only email applications will be considered.