Exclusive to Jenner Recruitment, our client is looking for a Compliance/Senior Paraplanner to join this high-end practice!
Our Client Our client is a highly regarded business within their brand who provides high-end professional financial planning for their clients. The business is renowned for getting to know their clients thoroughly with a solid understanding of their client's goals and aspirations. They focus on growing and protecting their client's wealth, ensuring they receive the expert advice they require.
Our client's business model offers holistic financial planning and accounting, providing a total financial solution to their client's needs and empowering them to secure their financial future.
The Role Reporting to the Directors, this role seeks a Compliance/Senior Paraplanner who can assist the business in Self Licensing and support the Senior Planners in their paraplanning requirements.
To be successful in this role, you must have worked within Financial Planning and possess a high level of strategic and technical knowledge. Experience with the following is essential:
Preparation of complex and strategic SOAs and reviews of advice documentsParticipation in Investment Committee meetingsImplementation of compliance updates within the businessEnsuring compliance with all legislative requirements and continually strengthening these areasConducting research, utilizing XPlan, and preparing long-term modeling projectionsWorking at a highly strategic level with Trusts, Family Trusts, SMSF, Companies, and other technical strategiesOperating within a compliant and administrative frameworkA can-do attitude and willingness to go above and beyondManaging all deadlines and time frames appropriatelyExcellent verbal, written, and relationship skillsAbout You You will be a team player with the ability to engage well with all employees at all levels of the business to ensure ongoing success.
To be considered for this role, you will require:
5+ years in a Senior Paraplanning or Compliance role with a high level of technical competencyRelevant tertiary qualificationAdvanced knowledge of XPlan is essentialGoal and outcome-orientedExcellent communication and relationship skillsIf you are passionate about financial planning and have an entrepreneurial flair, please call 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 of combined experience, we are highly regarded for our honesty, integrity, and ethical approach to our clients and candidates, offering personal innovative solutions.
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