Paraplanner – HNW Boutique recruitment
- HNW Clients
- Immediate Start
- Long Term Career
This organisation has a strong belief in high-end financial advice they operate an advice model geared towards quality and long term relationships with clients.
Located in beautiful offices in the inner northern suburb of Melbourne, this successful team is looking for an ambitious team member to assist the financial planning team.
As the successful candidate you will be involved with advisors on a daily basis that includes attending meeting. You will be a point of contact for a diverse HNW portfolio of clients, as you produce high quality SOA’s and maintaining compliance.
To be the successful candidate it is anticipated that have at least a years experience assisting within a financial planning environment in a client service or paraplaning capacity. Exposure to SOA’s that include SMSF is seen as a distinct advantage.
In return this organisation can offer you exceptional personal development, an opportunity to work with likeminded high achievers and a platform to demonstrate your superior client administration.
To apply for this role please apply below or email adrian.paine@hays.com.au with any relevant questions.