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 place

Work closely with highly experienced financial advisers and directors

Excellent team culture

Work with HNW and UHNW clients

Exposure to complex advice scenarios with multiple entities

Tasks and Responsibilities : Paraplanner position supporting a team of financial advisers

Review advice strategies

Complete research, product comparisons and projections for plans

Generate ROA's & SOA's for holistic financial advice recommendations

Adhere to all compliance requirements

Liaise with advisers and admin support

Review advice documents generated by other paraplanners

About you : 3+ years of experience in a paraplanning position dealing with holistic advice

Ideally completed or working towards relevant financial planning studies

Previous experience working with trusts, companies and SMSF's

Previous experience working with HNW clients will be favourable

Xplan and Xtools experience

Eager to learn and strong attention to detail

Salary 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

If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.

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