Paraplanner/Client Advisor recruitment
- Successful recognisable Accountancy Group
- Salary $65,000 package + discretionary bonus
- 6-12 month's paraplanning experience required
My client is an established brand name in Accounting and Advisory services in Australasia, and are part of an ASX listed International Group consisting over over 150 independent firms.
They currently have an opening in their Wealth Management/Financial Services team due to an internal promotion. The role has a dual function across paraplanning and client advising.
The key duties of the role include:
- Supporting Senior Financial Planners in maintaining a high level of service with existing clients
- Reviewing portfolios, developing recommendations, assisting with portfolio construction and completing SOA's and ROA's
- Liaising with new and existing clients directly and ensuring new strategies are implemented
- Managing the ongoing relationship with a portfolio of your own clients ensuring the logistical and administrative components are delivered upon
The selling points of the role include:
- This is an excellent early entry point into a client facing Junior Financial Planning role.
- Join an Internationally recognised brand name in Financial Services and benefit from excellent training, further education and career opportunities home and abroad.
- Gain priceless experience dealing directly with your own portfolio of clients.
The ideal candidate will have 6-12 months minimum experience in paraplanning, with a further 2-3 years in a client service manager/financial planning assistant role. You will have completed your DFP and be open to further study.
For an immediate interview please contact Conor McCarthy on 02 8247 5724 or follow the links to apply.
Job Ref: 121783