Job Title: Paraplanner
Contract Type: Permanent
Location: Eastern Suburbs Sydney, New South Wales
Salary: Negotiable
Reference: 182994_1541633287
Contact Name: Anson Lam
Contact Email:
Job Published: November 08, 2018 10:28

Job Description

An excellent opportunity has arisen for a paraplanner to join a leading financial institution.

This role is a rare opportunity to learn and develop your career. There are many development opportunities that support your long-term goals, whether it is becoming a senior paraplanner, adviser or growing in the financial industry.

The Role:

  • Develop accurate and succinct Statements of Advice
  • Provide support to advisers
  • Management of client portfolios
  • Engage in development and training programs
  • Deep understanding of risk and compliance in relation to investments, insurance, superannuation both simple and complex strategies
  • Assist in preparation of meetings

You Will Need:

  • MUST have solid experience with XPlan or COIN
  • Min 1-year experience as a paraplanner or 3-4 years' experience as a CSO seeking to progress into paraplanning
  • Minimum qualifications of DFP

The Benefits:

  • Competitive Salary and benefits
  • Excellent support and opportunity for a stable career path
  • Family friendly workplace

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