Paraplanner

We are currently working with an industry leading financial advice firm located in Melbourne's bayside suburbs.
The business offers holistic financial advice to its clients, as well as licensee solutions to its national network of financial advisers.
There is an excellent opportunity available for a paraplanner to join their team.
Benefits: Join an award winning firm Be part of a business that is heavily involved with several impact initiatives to improve the wellbeing of those in need Excellent training and mentorship from senior colleagues and the CEO Multiple avenues for career progression Progress through the firm's structured Professional Year program and become an authorised adviser with clients provided Ongoing training and development Work from home flexibility - up to 2 days per week The role: Undergo any required paraplanning training Write SOA documents for holistic financial advice recommendations Complete research and projections for plans Work closely with the Head of Paraplanning In the future, have the opportunity to complete your Professional Year About you: 1-2 years experience in a paraplanning position dealing with holistic advice Completed or working towards FASEA approved studies Strong technical knowledge Xplan and Xtools experience Self driven Strong attention to detail Salary is flexible depending on experience and qualifications - circa $75,000 + Super.
If you're interested please apply via this ad or send your CV to Ben Sultmann at .
If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.
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