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Senior Paraplanner

Job Title: Senior Paraplanner
Contract Type: Contract
Location: Sydney CBD, New South Wales
Industry:
Salary: Negotiable
Reference: 177851_1508887407
Contact Name: Nandani Devi Gosai
Contact Email: nandanig@porterallen.com.au
Job Published: October 26, 2017 15:38

Job Description

About the company:

Our client is one of the most prestigious financial institutions in Australia. Their wealth management business is experiencing significant growth largely driven by record profits.

The Role:

The successful candidate will be given the opportunity to develop their career in an environment offering wide ranging internal opportunities. The business also offers flexible working allowing candidates to match their desire to progress their career whilst being able to balance family life. The successful candidate will also get exposure to a broad range of complex strategies and a varied workload.

Key Duties:

  • Participate in process improvements within the business by creating investment strategies for clients to meet their goals and objectives;
  • Develop and review SOA's
  • Provide technical support to advisers and colleagues;
  • Reviewing client portfolios in terms of ongoing fees, performance and asset allocation;
  • Continuous engagement in learning and development with the team.

Skills & Experience:

  • 2-3 years minimum experience as a paraplanner in Australia
  • DFP or equivalent is essential (RG146);
  • ADFP, CFP or Masters is desirable
  • Experience using Xplan
  • Strong SOA experience
  • Strong technical knowledge coupled with excellent written and verbal communication skills

Culture & Benefits:

  • Highly competitive salary
  • Continuous learning and development opportunities

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