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 documents Participation in Investment Committee meetings Implementation of compliance updates within the business Ensuring compliance with all legislative requirements and continually strengthening these areas Conducting research, utilizing XPlan, and preparing long-term modeling projections Working at a highly strategic level with Trusts, Family Trusts, SMSF, Companies, and other technical strategies Operating within a compliant and administrative framework A can-do attitude and willingness to go above and beyond Managing all deadlines and time frames appropriately Excellent verbal, written, and relationship skills About 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 competency Relevant tertiary qualification Advanced knowledge of XPlan is essential Goal and outcome-oriented Excellent communication and relationship skills If 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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