Paraplanner

Our client is situated in Brisbane CBD and has been in operation for over 20 years.

They are a full service financial advice business that offers holistic solutions to a client base of affluent individuals and families.

Many clients have multiple entities and complex advice requirements.There is an excellent opportunity for an experienced paraplanner to join their growing team.Benefits : Successful, well established business with strong compliance and processes in placeWork closely with highly experienced financial advisers and directorsExcellent team cultureWork with HNW and UHNW clientsExposure to complex advice scenarios with multiple entitiesTasks and Responsibilities : Paraplanner position supporting a team of financial advisersReview advice strategiesComplete research, product comparisons and projections for plansGenerate ROA's & SOA's for holistic financial advice recommendationsAdhere to all compliance requirementsLiaise with advisers and admin supportReview advice documents generated by other paraplannersAbout you : 3+ years of experience in a paraplanning position dealing with holistic adviceIdeally completed or working towards relevant financial planning studiesPrevious experience working with trusts, companies and SMSF'sPrevious experience working with HNW clients will be favourableXplan and Xtools experienceEager to learn and strong attention to detailSalary is flexible depending on experience and qualifications - circa $80,000 - $100,000 + Super.How to apply : If you're interested please send your CV to Ben Sultmann

• you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.For a full list ofsimilar vacancies, please head to our website :

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