Senior Paraplanner - CBD
Randstad · Sydney
Job description
About the role
A large national financial services provider is recruiting a Senior Paraplanner for its Financial Planning Business, which serves high-net-worth clients. The role sits in a small team of three advisors, administration and a Client Service Manager, reporting directly to one of the advisors. It involves developing detailed, accurate strategic advice and Statements of Advice (SoA) tailored to clients' needs.
Key responsibilities
- Develop detailed and accurate strategic advice and Statements of Advice based on clients' needs
- Work alongside three advisors, administration and a Client Service Manager
- Take part in a range of projects
- Deal with advisers on technical queries
- Opportunities for career advancement are available in specialist areas or an advisory role
Required profile
- Completed DFP qualification, with Advanced DFP and further education highly desired
- At least 5 years of paraplanning experience with knowledge of complex strategies
- Knowledge of compliance and regulatory issues is mandatory
- Ability to be self-driven
Required skills
- Strong attention to detail
- Task-focused approach
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Published 2 hours ago
Expires 1 month from now
1 views · 0 interested
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Randstad
Sydney
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