Paraplanner

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Direct message the job poster from Jenner Recruitment

National Specialist Consultant / Recruiter in Financial Services, Director - Jenner Recruitment Pty Ltd Our client is a well established and professional Financial Planning practice and is dedicated to the provision of the best possible financial advice to their clients. Committed to their HNW mum and dad clients, their clients have access to the full range of holistic advice including Wealth Accumulation, SMSF, Superannuation, Risk, Retirement and Estate Planning.

The Role You will be responsible for assisting the Financial Planning team in construction of high quality SOA's for review and new clients.

Responsibilities include (but are not limited to) :

Preparation of SOA's including risk, investment, wrap platforms and superannuation; Researching client investments and product Experience in XPlan is essential Assisting with investment review analysis; Provision of high levels of client and technical support to the team; Maintain CPD points and in general keep up to date with the market and legislative changes; and Other duties as required. About You

You will currently be working as an Senior or Intermediate Paraplanner with at least two - five years experience and have an understanding of Financial Planning strategies.

You will also need to possess the following :

RG146 compliant with a Diploma in Financial Planning or equivalent tertiary qualification At least 2 years+ working as a paraplanner and currently be employed within the financial planning industry XPlan financial planning software experience is well regarded High attention to detail and well organised The ability to build and maintain strong relationships If you would like to lead this dynamic team in an organisation where you will be recognised for your commitment and rewarded for your high performance, contact Christine Jenner on 0447 444 505 or email your resume in a word format to for a confidential discussion.

Who Is Jenner Recruitment? We are a boutique Financial Services recruitment consultancy providing specialist services to the Financial Planning and Wealth Management sectors. With over 48 years combined experience we are highly regarded for our honesty, integrity and ethical approach to our clients and candidates and offer personal innovative solutions.

Seniority level Seniority level Associate Employment type Employment type Full-time Job function Industries Investment Management and Financial Services Referrals increase your chances of interviewing at Jenner Recruitment by 2x

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