paraplanner in brisbane cbd

posted
job type
permanent
salary
AU$ 80,000 per month
apply now

job details

posted
location
brisbane cbd, queensland
job category
banking & financial services
job type
permanent
salary
AU$ 80,000 per month
reference number
90M0344488_1525070860
phone
000
apply now

job description

I have an exciting opportunity for a Senior Paraplanner to further enhance their skills and get more involved in complex Advice with HNW clients.

I am looking to speak with Senior Paraplanners looking for their next challenge. You will be supporting two business units working with HNW clients across complex strategies. The successful individual will need to have sufficient technical knowledge to be able to analyse multiple strategies on their own and present the outcomes to the Advisers.

Key Responsibilities / Duties:

  • Working with financial advisers on strategy development and research for new and existing clients
  • Consider compliance issues in relation to strategy and technical advice
  • Preparation of all advice documents
  • Preparation of Complex Advice Strategies including research and modelling
  • COIN experience would be an advantage as this is CRM used
  • Either COIN or Xplan experience as a minimum
  • Experience working with debt recycling strategies desirable
  • Ability to work as part of a small team and independently
  • Strong technical skills

Qualifications:

  • Ideally degree qualified in relevant Finance or Financial Services area
  • ADFP as a minimum if not degree qualified
  • 3-5 years experience as a Paraplanner

If you would like to find out more information about this role then please do contact Phil Smith on 0416576473 or email directly phil.smith@randstad.com.au



skills

Paraplanning

qualification

ADFP & DFP

educational requirements

Bachelor Degree