Senior Paraplanner recruitment
Role The primary/intial aspect of the role is to assist the Principal Consultant in the day to day management of client relationships and the provision of timely, accurate advice to the principals clients. Key activities in support of this function are as follows: • Attendence at client meetings • Securing information and production of analysis in support of the advice priocess • Research that ensures optimum planning solutions are offered to the principal’s clients • Maintenance of accurate records in support of advice provided • Working effectively with the administrators Read more […]
Senior Paraplanner recruitment
Banking and Financial Services Group (BFS) is the primary relationship manager for Macquarie’s retail client base in Australia, New Zealand, Asia, North America and Europe.Products and services include wealth management, stockbroking and retail lending and banking solutions such as residential and commercial mortgages, investment lending, credit cards and relationship banking to businesses and professionals.An exciting and challenging position has become available for an experienced Paraplanner to join our Business here in Brisbane. Your role will be to provide quality and timely strategic financial Read more […]