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.

Due to business growth, there is an excellent opportunity for an experienced paraplanner to join their team.

Benefits:
Successful, well established business with strong compliance and processes in place Work closely with highly experienced financial advisers Excellent team culture Work with HNW and UHNW clients Exposure to complex advice scenarios with multiple entities Tasks and responsibilities: Paraplanner position supporting 2-3 financial advisers Review strategies Complete research, product comparisons and projections for plans Generate ROA's & SOA's for holistic financial advice recommendations Adhere to all compliance requirements Review advice documents generated by other paraplanners About you: 2+ years of experience in a paraplanning position dealing with holistic advice Ideally completed or working towards FASEA approved studies Strong technical knowledge Previous experience working with trusts, companies and SMSF's Previous experience working with HNW clients will be favourable Xplan and Xtools experience Self driven Strong attention to detail Salary is flexible depending on experience and qualifications - circa $80,000 - $90,000 + Super.

How to apply:

If you're interested please apply via this ad or send your CV to Ben Sultmann ******

If 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: https://www.bentleyrecruitment.com.au/jobs

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