paraplanner in brisbane cbd

job type
AU$ 98,550 per year
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job details

brisbane cbd, queensland
job category
banking & financial services
job type
working hours
AU$ 98,550 per year
reference number
apply now

job description

I am working with a client who runs their own business and works with a select group of clients in the HNW space. The client base has been with them for over 10 years and currently looking to hire a Paraplanner who would like to step into the Advice space. This is not an essential aspect of the role and if you wish to maintain a career Paraplanning role then that too is of interest.

The Role

  • Senior Paraplanning working on TTR, Estate Planning, Small Business Clients and SMSF as well as more varied advice.
  • Part of a small but busy practice you will be instrumental in the day to day running
  • Completing SOAs and ROAs
  • Work closely with the Practice owner sitting in on all client visits to gain more understanding of the advice process

About You

  • Personable individual who can engage with clients in group and 1:1 basis
  • Technical understanding of Advice and how to complete compliant SOAs
  • Must hold DFP as a minimum
  • Keen passion for Clients and also customer service
  • XPLAN experience essential

The business

Having a worked in Financial Planning for over 15 years and ran their own business for over 5 this individual really puts the client at the front of the Planning process. It is all goals based and you will have a fantastic opportunity to learn from an industry leading Adviser. The will help support all education and also provide on-going training as well as attending PD days.

If you are interested to find out more information please contact Phil Smith on 0416576473 or apply directly via the link.

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.





educational requirements

Associate Degree/Diploma