Apply for an Opportunity

ParaplannerShare to LinkedIn

A boutique Financial Planning practice is seeking a driven Paraplanner to support two senior advisers and contribute to business growth. The successful candidate will have a passion for Financial Planning and be granted the opportunity to refine and build on their technical skills. 
Key responsibilities:
  • Writing and reviewing SOA’s
  • Supporting the financial planners
  • Researching and developing client strategies
  • Assisting with the implementation of advice
  • Maintain client files
  • Managing any client queries and attend meetings where required
  • Diploma and Advanced Diploma in Financial Planning
  • Previous experience as a paraplanner is essential
  • Strong COIN modelling skills
  • Strong communication and presentation skills
  • Confident demeanour and business development skills
  • Customer focused
  • High attention to detail
If you are passionate about Financial Planning and progressing your career, please apply now, or call Therese Grasa on (02) 8256 5000 with any questions.


Reference:JA-2574490ALocation:SydneyDate:16 April 2018

Apply Now is recruiting for this role
Upload your CV:

Stirling Andersen - It's all about time