Job Description
Why you will love this role;
- 100k-120k + super
- Collaborative team with team lunches to celebrate successes
- Flexible working arrangements
- Work on Complex SOA’s for high net worth individuals
- Work closely with the advisers to get the best outcome for the client
- Pioneer of the fee for service model
- Sydney CBD location
- Building simple to complex SOA including SMSFs and defined benefits 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
- Technical paraplanning with a holistic approach
- Experience with X-Plan
- Advance Diploma of financial planning and ideally with a tertiary qualification
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 p.dagen@ensurerecruitment.com.au
