paraplanner in Sydney CBD

Sydney CBD, New South Wales
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job description

The company is a well established Bank that has a reputation for providing tailored financial solutions and excellent service standards, with a main focus on Wealth management. Sydney CBD based, their team is made up of very supportive, enthusiastic, and successful professionals who aspire to build great business and be a Paraplanning Centre of Excellence in the industry.

You will have the opportunity to utilize your outstanding Paraplanning skills to assist Financial Planners, writing detailed and accurate SOAs for a diverse and affluent range of clients, including business and private clients. The role will suit hardworking people with strong customer service skills, who are looking for career development opportunities and a friendly and supportive work environment.

You will need to be degree qualified and having completed your DFP and ADFP. A minimum of two years of experience in a Paraplanning role is required. The right person will be rewarded with a very lucrative salary and bonus structure and will have the opportunity to develop a great career path in the Wealth Management industry.

To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O’Connor on 02 8298 3808 or email

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