Senior Paraplanner Eastern Suburbs - Hnw Client Base

 

Career progression

Work close to home in the eastern suburbs

These opportunities do not come around often: HNW client base, complex and cutting edge strategies, sit in on all client meetings and grow and develop your career into a senior advisor.  As the designated paraplanner, you will be an integral part of the business where your input, knowledge and experience will be well received and developed.

You will report directly through to the senior partner of the wealth management division, and your key responsibilities will include the provision of high level client service, preparation of strategies and relevant documentation and preparation of a range of SOAs, focussing primarily on wealth accumulation and investment strategies.

To be successful in this role you will need:

• DFP qualifications, with a view to CFP completion;
• Strong written and verbal communication skills;
• Authenticity in front of ultra-HNW client base;
• Proven practical paraplanning skills and expertise;
• Be passionate about your career;
• A strong work ethic, and team playing mentality;

        
In return, you will be provided with a fantastic working environment, remuneration based upon experience, and the opportunity to drive your career forward.

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