Financial Planner

vor 4 Wochen

Mosman Municipal Council, Österreich Randstad Vollzeit
About the company

This growing financial advice business based in Sydney North Shore has developed a great name and brand over the years. Constantly striving for perfection, the team is known for providing outstanding financial advice to a wide range of loyal clients from wealth accumulators, mum and dads, to corporate and High Net Worth individuals. Due to recent growth, they are looking for an experienced Paraplaner to join their journey and play a key part in their long term success.

About the role

In this role you will be supporting a couple of Senior Financial Planner and will be responsible for writing accurate strategic and compliant financial Statement of Advice and Records of Advice. You will work closely with advisers on strategy and play a key part in retaining and enhancing the ongoing relationship the advisers have with their trusted clients. This is an exciting opportunity for an experienced Paraplanner to join a successful and fun business that provides great flexibility and career development.

Demonstrated skills
  1. Extensive experience working in Paraplanning
  2. Strong experience using XPlan or a similar software
  3. Understanding of compliance frameworks in the advice industry
  4. Strong attention to detail and strong communication skills
Benefits
  1. Attractive salary package
  2. Opportunity to work in a successful and fun business
  3. Positive work/life balance encouraged with potential flexible working arrangements
  4. Great career development opportunities
  5. Fun social events

To apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

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