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Paraplanner

Job No: RS33960
Location: Baulkham Hills

  • EARN $62,000 pro-rata (Salary + Super + Professional Development)

  • Innovative, Experienced, Accounting & Financial Services Firm

  • Paraplanner Role with Potential For Growth To Financial Planner


About the Company


Our client is an established and innovative Accounting & Financial Services Firm, based in the heart of Baulkham Hills. They pride themselves on providing solutions with expertise and quality customer service. 

About the Opportunity


Our client is seeking a Paraplanner to join their company in Baulkham Hills, NSW, with the potential to earn $62,000 pro-rata (Salary + Super + Professional Development)

In this role some of your responsibilities will be:

  • Completing ROA meetings with clients 
  • Assisting the Adviser's by preparing SOA's and related documentation
  • Following up actions from client appointments and follow through requests to clients for information
This position is offering brilliant exposure to various technical aspects by supporting the Advisor in client meetings, fact-finding sessions, investment product research, paraplanning and the review of investment reports.

About You

To be successful in this role you will have:

  • Previous experience as a Paraplanner or Client Services Officer
  • Proven experience in the Financial Planning industry
  • A Diploma in Financial Planning and working towards a Bachelor of financial planning

This role would suit someone who has excellent communication and problem-solving skills. 

What's in it for You?

  • Professional development 
  • Supportive and family friendly team environment
  • Flexible role close to transport and enjoy a great lifestyle 
This Paraplanning-Pathway to Associate Advisor role is a fantastic career step for someone looking, to build on existing knowledge and to develop a career in financial planning.

Apply today and don't miss out starting this exciting opportunity as soon as possible.

 

IMPORTANT: Application Form Instructions (Please Read)

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Good Luck from the Recruit Shop Team!

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