Senior Paraplanner – Sydney recruitment
An exciting and challenging position has become available for an experienced Paraplanner to join our Sydney team. Your role will be to provide quality and timely strategic financial plans for financial advisers in NSW and occasionally, a national basis depending on work flow. You will be working with a motivated team in Sydney as well as having a high level of support from the broader national team. It is imperative that you can be flexible and adaptable to deal with changing priorities in the business. You will provide direction with your technical knowledge and be able to receive direction Read more […]
Senior Paraplanner – Paraplanner – CBD location
Excellent salary and benefitsRenowned Financial Services OrganisationGreat Career opportunityAre you looking to join a leading organisation in the Financial Services Industry ? A fantastic chance has arisen to join a dynamic centralised Paraplanning team within a Market Leading company.This position will entail all aspects of Paraplanning including preparation of SoA’s using XPlan, administration duties, review of financial strategies, Implementation oversee and client management.To be considered for this role, you must demonstrate Read more […]
Senior Paraplanner – Melbourne recruitment
Leading Financial InstitutionMelbourne CBDto $75K + super + incentivesGreat 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 Read more […]
Senior Paraplanner
Major Financial Services FirmCentral Sydney LocationCompetitive Remuneration PackageUnique 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, Read more […]