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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
Requirements:
  • 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.

Details

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

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tgrasa@stirlingandersen.com is recruiting for this role
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