This National Organisation is looking for a Senior Paraplanner to join their Centralised Paraplanning Team. This organisation is proud of its relationship with its clients. You will be working within a supportive environment with structured training and induction. You have the opportunity to work in the CBD or Geelong office.
You will be responsible for a wide variety of simple and complex Statements of Advice. You would have written SOA’s for SMSF (essential) and Aged Care (desirable) strategies. You will also be familiar with insurance, superannuation, investments, retirement planning, wealth protection and wealth accumulation strategies. The roles requires you to have a minimum of 3 to 4 years experience as a paraplanner writing these strategies. You will have impeccable written communication and problem solving skills. In return, you will be offered an excellent salary package and the chance to work in a strong team environment. There is also the opportunity for flexible work hours.
As a Senior Paraplanner you have completed at least your tertiary degree, Diploma of Financial Services (Financial Planning) 1 – 4 and working towards your Advanced Diploma Financial Services (Financial Planning) 5 – 8.
To apply online, please click on the appropriate link. Alternatively, for a confidential discussion, please contact Gina Bhogal on 03 8319 1165 or email email@example.com . Candidates with the right to work in Australia will only be considered.