Junior Paraplanner/Client Services Officer

Job Title: Junior Paraplanner/Client Services Officer
Contract Type: Permanent
Location: Sydney
Reference: 3095038
Contact Name: Peter Dagen
Contact Email:
Job Published: February 03, 2020 10:49

Job Description

We are currently working with a financial planning firm with a new vacancy for a junior paraplanner/client services officer.

Why you will love this role;
  • 65k -75k + Super
  • Work on simple to complex SOA’s for high net worth individuals
  • Work closely with the advisers to get the best outcome for the client
  • The ability to progress to an adviser
  • Sydney CBD location
You will spend your time;
  • Building simple to complex SOA on a holistic approach within the nominated time frame
  • Answer client enquires and basic admin duties
They will love your background in;
  • Financial services
  • Experience with client services
  • Diploma of financial planning and ideally with a tertiary qualification
Sounds interesting? We have a lot more information to tell

These roles are rare, so do not hesitate as immediate interviews will take place for candidates that meet the above criteria.

For a confidential chat about your career options please call Peter on (02) 9346 5297 or email

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