Senior Financial Planner

4 days ago

Sydney, New South Wales, Australia beBeeParaplanner Full time $108,734 - $140,000
Financial Planning Role

We are seeking a skilled professional to join our team as a Paraplanner.

  • As a Paraplanner, you will play a vital role in supporting bankers by preparing high-quality advice documents. You will collaborate closely with various stakeholders to ensure all advice aligns with compliance standards and regulatory requirements.

This is an excellent opportunity for someone looking to develop their skills in financial planning and working within a dynamic team environment.

You will have the ability to work autonomously and as part of a team, managing multiple priorities and maintaining detailed records to ensure compliance. Your strong attention to detail and ability to draft accurate advice documents will be essential in this role.

The ideal candidate will have a strong understanding of financial planning principles, investment strategies, and regulatory requirements. They will also possess excellent communication skills, being able to engage effectively with stakeholders and articulate advice recommendations clearly.

The successful applicant will be part of a friendly and supportive team where everyone contributes ideas and drives outcomes. This is an exciting opportunity for someone looking to make a real difference in a fast-paced and ever-evolving industry.

About the Role:

  • Job Function: Finance and Sales
  • Employment Type: Full-time

Benefits:

  • A dynamic and supportive team environment
  • Opportunities for career development and growth
  • Autonomy to manage your workload and priorities
  • Excellent salary and benefits package

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