Paraplanner/ Senior Cso

4 weeks ago


Brisbane, Queensland, Australia At Full time
Paraplanner/ Senior CSO - Wealth Management
We are a well-established, 100% privately owned, self-licensed, Brisbane CBD boutique wealth management firm.
We have been providing financial advice to private clients and businesses for over forty years.
We pride ourselves in having created a dynamic working culture, as well as a warm, 'people focused' environment.
We are expanding our team and looking for a bright and motivated person to join our team in the role of Paraplanner.
Overview
This is an excellent opportunity for an experienced CSO/ junior paraplanner who is wanting to advance their advice generating skills under the guidance of three highly experienced advisers.
Responsibilities

Preparing SOAs, ROAs, and other supporting documentation for clients
Executing implementation of advice documentation
Assisting with client and supplier correspondence and administration where necessary
Ensuring data is recorded accurately and promptly and compliance standards are consistently met.

Qualifications

3+ years' experience in a CSO role and/or 1+ year as a paraplanner
Advanced experience with Xplan
Advanced MS Office skills

Applications
If you think you would be the right person for this role, please submit your resume in PDF format along with your cover letter.
Please note cover letter is a must if we are to assess your application.
All applicants will be carefully considered; however, we will only be able to contact those candidates that are short-listed for an interview.
Please do not contact our office directly.
Application questions

Which of the following statements best describes your right to work in Australia?
How many years' experience do you have in wealth management?
What's your expected annual base salary?
Do you have experience preparing Statement of Advice (SOA) documents?
How much notice are you required to give your current employer?
Do you have a current Police Check (National Police Certificate) for employment?
Have you completed a qualification in financial planning?

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