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Paraplanner
4 months ago
About the company
This very established financial advice & accounting group based in North East Melbourne has developed a great name and brand over the years. Constantly striving for perfection, the team is known for providing outstanding financial advice to a wide range of loyal clients ranging from pre-retirees, retirees and large family groups.
Due to recent growth, they are looking for an experienced Paraplanner to join their journey and play a key part in their long term success.
About the role
In this role you will be supporting a team of Financial Advisers and will be responsible for writing accurate strategic and compliant financial Statement of Advice and Records of Advice. You will work closely with advisers on strategy, sit on client meetings and help with some of the implementation of advice. You will also be part of an investment committee.
This is an exciting opportunity for an experienced Paraplanner to join a successful and fun business that provides great flexibility and career development.
Demonstrated skills
Extensive experience working in ParaplanningStrong experience using XPlan or a similar softwareGood knowledge of financial markets and managed fundsUnderstanding of compliance frameworks in the advice industryStrong attention to detail and strong communication skillsBenefits Attractive salary packageOpportunity to work in a successful and fun businessPositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunities Fun social events To apply for this role, click on the 'Apply Now' button or email 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. skills paraplanner, client service, wealth management, financial advice, financial planning, investment, financial market, managed funds
qualifications Industry qualifications
education Associate Degree/Diploma
