Job Description
My business partner is currently looking for a Senior Paraplanner to join their business. We are looking for someone who has the desire to become an advisor in the near future.
Responsibilities include, but are not limited to:
- Assisting in the preparation of SOA's.
- Liaise with clients via email and on the phone.
- Keep up to date with technical knowledge including legislation changes and licensee standards.
- Maintain client records.
- Prepare advice documents on behalf of advisers.
- Ensuring all documentation is prepared prior to client meetings.
- Assist with implementation of recommended strategies.
- Diploma in Financial Planning (RG146)
- Minimum of 3 years experience in a paraplanning role.
- Excellent written and oral communication skills.
If you meet the above requirements and would like to know more, please call Samantha directly on (03) 8080 7245
