Great opportunity for a Senior Paraplanner with SMSF experience to join an ASX Wealth Management in the CBD
Your new company
Our client is an ASX-listed, diversified financial services company that offers comprehensive financial planning strategies for high net worth investors. This company, located in the heart of Melbourne CBD, specialises in a broad range of superannuation, investment and retirement products.
Your new role
You will be responsible for providing accurate and compliant paraplanning services. You will generate tailored advice & fiduciary documents (SOAs and ROAs). Your role will also include strategic advice support to Advisers and Partners in order to provide optimal client outcomes as well as to provide coaching and support to junior members of the team.
What you'll need to succeed
- A minimum of 5 years Paraplanning experience.
- Experience dealing with Self Managed Super Funds (SMSF).
- Strategy exposure
- Previous experience with XPLAN financial planning software
- Diploma of Financial Planning or equivalent
- RG146 accreditation
What you'll get in return
In return you will get the opportunity to develop professionally in a supportive, team environment. Work in a structured organisation with clear lines of career progression. This position is offering an extremely competitive salary package.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to Gre******@******.au , or call us now on ******9619 .
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
SA Licence number : LHS 297508
- Date Listed:16 hours ago
- Last Edited:16 hours ago
- Salary Type:Annual Salary Package
- Job Type:Full-time