Senior Paraplanner

Unique opportunity exists to join this well respected and successful Wealth Management business based in central Sydney. As a business that strives to deliver exceptional client service and exceed expectations, this is an organisation that seeks to attract top talent.

As part of a dynamic and specialised paraplanning team that has a national remit, the role holder would assume a senior role within the team and would be required to work closely with senior financial advisers to produce complex SOAs with tailored strategies, detailed modelling and robust review plans. Working across a wide variety of products you will be expected to utilise your strong industry knowledge to produce specific and tailored SOAs and to confidently produce documentation without a reliance upon templates.

To be successful you'll have a proven background of working in a paraplanning role where you will have produced complex SOAs, prepared strategies and produced modelling where appropriate. You will have a broad product knowledge that will include direct equities, SMSF, trusts and estate planning and you will have obtained your DFP, ideally having completed the Advanced Diploma. Complimenting your technical skills and experience will be exceptional communication skills and the ability to work within deadlines and to display a high level of attention to detail.

To be considered for this opportunity please click 'Apply Now' or for further information please contact Alison Roger directly on 02 8226 9809 / alison.roger@hays.com.au