Paraplanner- Advice, Sydney or Melbourne based
- Defined Career Path
- Melbourne or Sydney based
- Private banking environment
Rarely does such an opportunity arise to join a leading Private Banking team. As a direct result of an internal promotion, a position is now available for an experienced Para-Planner
Your responsibilities will be to provide a high level of service to our network of Private Wealth Managers across our national network. You will generate plans ensuring strategy is technically accurate and in compliance with industry and department guidelines. Para-Planners must keep abreast of all current technical issues, strategies, products and regulatory requirements.
Academically, you are tertiary qualified (business / finance discipline) and have well advanced DFS studies (must be RG146 compliant). Current para-planning experience is essential, as is your computer literacy in MS Word and Excel. You must have experience with Visiplan/COIN financial planning software. Ideally, you will have been exposed to High Net Worth Clientele together with SMSF'S, forecasting and modelling.
You display a high level of interpersonal communication, attention to detail, ability to prioritise and commitment to working as a team member as well as independently.
Offering challenge, variety and a defined career path, here is your opportunity to be where you want to be.
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