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Para planner
- Attractive Remuneration
- Great Location
- Supportive Team
This established wealth management firm prides themselves in delivering a tailored service to their clients, through strategic advice and ongoing wealth management, they focus on the bigger picture. Due to continual growth, an opportunity exists for a Para planner to joi n this successful practice during a time of significant expansion.
As an experienced Para planner, you will be skilled in the preparation of high quality SOA's, client reviews, financial analysis of strategies, research and recommendations. Working cohesively with the Financial Planner and other team members, you will have proven experience with SMSF's, compliance and client management.
With the ability to think strategically, you will be experienced with a drive for continual development and success. This firm have strong principles and standards that are balanced with a fully supported team and light hearted environment. This exciting opportunity provides exposure to a variety of clientele. A diploma in financial planning will be highly regarded.
As an experienced Para planner, you will be skilled in the preparation of high quality SOA's, client reviews, financial analysis of strategies, research and recommendations. Working cohesively with the Financial Planner and other team members, you will have proven experience with SMSF's, compliance and client management.
With the ability to think strategically, you will be experienced with a drive for continual development and success. This firm have strong principles and standards that are balanced with a fully supported team and light hearted environment. This exciting opportunity provides exposure to a variety of clientele. A diploma in financial planning will be highly regarded.
