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General Manager | Paraplanner

Job No: RS26396
Location: North Fremantle, WA

  • EARN an Exciting Package (Negotiable Salary + Super + Bonuses)

  • Established & Successful Financial Services Provider 

  • Rewarding & Enjoyable Role | Have Further Qualifications Paid For

  • Swimming Pool & Gym in Complex | Small Close Knit Team

  • Work a Stones Throw Away From the Beach! | Free Parking Available 



Our Client


Our client is a financial services provider who supplies their clients the support and tools to achieve great success. They specialise in Self Managed Super Funds and Direct Equities. Their passion is guiding individuals towards a better financial future. 

The Opportunity


Our client is seeking a General Manager- Paraplanning to join their company in North Fremantle, WA, with the potential to earn a negotiable salary based on experience + super + bonuses.

The primary purpose of this position is to manage, coordinate and supervise the running of the office. 

Reporting to the Director/ Owner some of your responsibilities include:


  • Assigning jobs to staff members
  • Producing statements of advice 
  • Meeting and greeting clients 
  • Managing the xPlan data system
  • Preparing monthly reports
  • Building and maintaining strong relationships with clients.

To be successful in this role you will have 3+ years Financial Planning experience, office management experience and be RG146 compliant. Additionally, experience in SMSF administration is essential for this position.


Apply today and don't miss out starting this exciting opportunity to work amongst a close knit group of professionals as soon as possible.

 

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