Senior Paraplanner – Melbourne recruitment
- Leading Financial Institution
- Melbourne CBD
- to $75K + super + incentives
Great opportunity to move into a Senior Paraplanner role and work on complex plans and HNW clients with one of Australia's reputable financial institutions.
The key purpose of this team is to provide quality Paraplanning services to financial planners and the provision of strategic input to produce Statements of Advice(SOA's).
The role is part of a centralised Paraplanning team and will therefore contribute to the overall strategy and business delivery of the team.
You will be required to:
- Actively promote Paraplanning services to planners and field management
- Prepare complex advice across a wide array of financial strategies
- Participate in team work that will assist in reducing variance and ensure consistent services
You will have:
- Minimum 2 years experience in a paraplanning/vetting role
- Experience working in a Financial Services environment
- Completion of Advanced Diploma of Financial Services
- Experience preparing comprehensive plans dealing with various strategies
- Experience with and good working knowledge of various tax structure highly regarded
If this sounds like the opportunity you have been looking for click 'apply now' below.
Job Ref: 113425a
May 14, 2010
• Tags: Melbourne recruitment, Private Banking, Senior Paraplanner, Wealth Management careers in the Australia • Posted in: Financial