Junior Paraplanner


Working in an award-winning Financial Planning firm can be very rewarding for you and the clients of the business. This organisation is one of those places. It would be perfect for someone with 1-2 years in Financial Planning as either a CSO that has done implementation or an individual with a small amount of Paraplanning exposure.

 
About the business:
  • They hold their own license and have a broad and varied product suit
  • Medium sized firm of around 14 people including Financial Planners, Paraplanners, Client Service Officer’s and Mortgage Brokers
  • Multiple sites across Eastern Suburbs, CBD and Inner West
  • 100% Independently owned – Supportive environment and great team culture

About the role:

  • Work alongside the Paraplanning team to support Advisers with SOA and ROA documentation
  • Working on strategy and research with the Senior Paraplanners with their support
  • Wealth Accumulation, Debt Reduction, Pre, and Post Retirement will be your main focus
  • Development opportunity for someone to be upskilled into a Senior Paraplanner

About you:

  • To be successful in this role it is all about your attitude not so much the skills
  • 1-2 Years in Financial Planning role, ideally Implementation CSO / Junior Paraplanner
  • A desire to learn Advice Processes and ability to absorb information
  • DFP essential, ADFP preferred and on track to complete further education
  • Having pride in what you do and working in the industry

What is on offer:

  • Competitive remuneration and educational support
  • Hands on training from senior individuals in the business
  • Fantastic culture where you will become part of a family not just a company
  • Inspirational Managing Director who believes in his team and business

If you would like to learn more about this opportunity then please contact Phil Smith on 0416576473 or apply directly via the link.

 

 
07/01/2021
Sydney (Sydney)
Permanent
Banking & Finance
BH-358855
Phil Smith

Working in an award-winning Financial Planning firm can be very rewarding for you and the clients of the business. This organisation is one of those places. It would be perfect for someone with 1-2 years in Financial Planning as either a CSO that has done implementation or an individual with a small amount of Paraplanning exposure.

 
About the business:
  • They hold their own license and have a broad and varied product suit
  • Medium sized firm of around 14 people including Financial Planners, Paraplanners, Client Service Officer’s and Mortgage Brokers
  • Multiple sites across Eastern Suburbs, CBD and Inner West
  • 100% Independently owned – Supportive environment and great team culture

About the role:

  • Work alongside the Paraplanning team to support Advisers with SOA and ROA documentation
  • Working on strategy and research with the Senior Paraplanners with their support
  • Wealth Accumulation, Debt Reduction, Pre, and Post Retirement will be your main focus
  • Development opportunity for someone to be upskilled into a Senior Paraplanner

About you:

  • To be successful in this role it is all about your attitude not so much the skills
  • 1-2 Years in Financial Planning role, ideally Implementation CSO / Junior Paraplanner
  • A desire to learn Advice Processes and ability to absorb information
  • DFP essential, ADFP preferred and on track to complete further education
  • Having pride in what you do and working in the industry

What is on offer:

  • Competitive remuneration and educational support
  • Hands on training from senior individuals in the business
  • Fantastic culture where you will become part of a family not just a company
  • Inspirational Managing Director who believes in his team and business

If you would like to learn more about this opportunity then please contact Phil Smith on 0416576473 or apply directly via the link.

 

 
07/01/2021
Sydney (Sydney)
Permanent
Banking & Finance
BH-358855
Phil Smith