About the company:
Our client is a large sized financial planning firm who has been in operation for over 13 years.They have offices located in a number of different locations throughout Australia, with this position being based in the Brisbane CBD. They deliver high quality, professional advice to their client base, which ranges from medical and business professionals to families and wealth accumulators.
About the role:
To keep up with continued business growth, we are seeking an experienced paraplanner to join an existing paraplanning team, which will see you support a team of financial advisers. You will be required to complete relevant research and modelling for plans, peer review advice documents, along with preparing simple, standard, and complex advice documents.
Duties: Complete research in relation to investment and super products
Prepare insurance needs analyses and prepare insurance quotes
Peer review of advice documents
Prepare simple, standard, and complex advice documents
Prepare projections in relation to social security, aged care, super, investments, and debt reduction
Skills & experience: Prior experience in a paraplanning position
Relevant tertiary qualifications
Competent Xplan experience (Xtools+, Wealth Solver, and Risk Researcher)
Excellent problem solving skills and attention to detail
Comprehensive understanding of SMSF, super, insurance, investments, tax, gearing, and aged care
Culture:
My client has an exceptional company culture, very little staff turnover, as well as providing excellent support, training and mentoring to staff. They have a focus on building a culture that is about their staff's well-being.They invest in their staff and assist with their career growth and development.
Benefits: Flexible work hours, with the option to start later/earlier and finish later/earlier
Team and individual rewards if targets are met
Competitive salary and bonus scheme
Paid day off for your birthday
Employee well-being program
Young dynamic team
Strong support and mentorship from leaders within the business
How to apply:
Click APPLY, or send your resume through to Scott Munro at ******. Alternatively, reach out on 0468 496 046 for a confidential discussion.
Please note, only shortlisted candidates will be contacted.
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