Paraplanner / Senior Paraplanner

Job Title: Paraplanner / Senior Paraplanner
Contract Type: Permanent
Location: Brisbane
Reference: 3114830 - 88
Contact Name: Toby Walsh
Contact Email:
Job Published: April 21, 2020 17:33

Job Description

An excellent opportunity has arisen for a Paraplanner/Senior Paraplanner to join a reputable and elite financial planning firm, offering clients a truly holistic advice model.

The business offers clients a diverse range of services, including;
  • Retirement Planning
  • Wealth Protection
  • SMSF
  • Lending
  • Accounting
  • Estate Planning
  • Investment
The business offers its team a dynamic and growing environment, with clear opportunities to develop your career. Whether your goal is to becoming managing a team, becoming an adviser or growing in other areas within the financial industry.

You will be responsible for providing technical & strategic support to a team of financial advisers.

The successful candidate must be an experienced, confident and capable para-planner with a minimum of 3 years para-planning experience.

The Role
  • Work with advisers to develop advice strategies
  • Work with paraplanning support team to prepare SOA's & RoAs
  • Research products, strategies and technical issues to ensure knowledge is kept current
  • Deep understanding of risk and compliance in relation to investments, insurance, superannuation both simple and complex strategies
  • Work with advisers to develop quality advice for clients
  • Assist with technical queries raised by Financial Advisers and Associate Advisers
You will have:
  • Extensive strategy development experience across a number of areas including SMSF, retirement, investment, risk and tax planning
  • Minimum - Diploma of Financial Planning
  • Up-to-date knowledge of the current Industry Compliance standards
  • Ability to work well in a team environment as well as autonomously
  • Ability to to support a team of Financial Advisers with the implementation of financial strategy and provide technical input.
  • Proactive nature with high level of organisational skills and attention to detail
  • Excellent written and verbal communication skills

To be considered for this highly exciting and rewarding opportunity please send your CV by clicking the APPLY button.  All applications will be treated in strictest confidence.
Alternatively to find out more about this role or any other roles in the Wealth Management Sector please feel free to contact Toby Walsh from Ensure Recruitment on 0404 971 247.

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