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Paraplanner

Job Title: Paraplanner
Contract Type: Permanent
Location: NSW Other
Industry:
Start Date: Immediately
Reference: 3126914
Contact Name: Paul Zantuck
Contact Email: p.zantuck@ensurerecruitment.com.au
Job Published: April 24, 2020 17:32

Job Description

We are currently working with a financial planning firm with a new vacancy for an experienced paraplanner.

Why you will love this role;
  • 75k-90k + super
  • Collaborative team
  • Sydney CBD location
  • HNW clients
You will spend your time;
  • Building simple to complex SOA's and ROA's
  • Contribute to the improvement, efficiency and consistency of the advice process and maintain a strong working knowledge of financial issues and trends
  • Reviewing the advice given with accuracy, recommending strategies and focusing on compliance
They will love your background in;
  • A minimum of 2 years of experience paraplanning with a holistic approach
  • Experience with X-plan
  • RG 146 compliant/DFP or ADFP preferred
  • Strong knowledge of SMSF's and retirement planning
Sounds interesting? We have a lot more information to tell

To be considered for this highly rewarding role please email your resume via the link below or to hear more about this role confidentially and other opportunities across the Wealth Management sector, please contact Paul Zantuck on 0416 223 034 or email your resume to p.zantuck@ensurerecruitment.com.au

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