Senior Paraplanner

Job Title: Senior Paraplanner
Contract Type: Permanent
Location: Sydney
Reference: 3093139
Contact Name: Peter Dagen
Contact Email:
Job Published: February 20, 2020 16:01

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;
  • 90k-100k + super
  • Collaborative team
  • Sydney CBD location
  • Privately owned firm
  • HNW clients
You will spend your time;
  • Building simple to complex SOA within the nominated time frame
  • 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 and focus
They will love your background in;
  • A minimum of 3 years of experience paraplanning with a holistic approach
  • Experience with X-plan
  • RG 146 compliant
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.

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