A great opportunity for an experienced Senior Paraplanner to join a rapidly expanding Boutique practice based in North Sydney.

Our client has over 50 years experience within Financial Services offering a wide range of tailored investment and Financial Planning facilities. Due to recent growth a newly created position has become available for an experienced Senior Paraplanner. The role will involve, but not be limited to: 

• Preparation of SOA's
• Template Management
• Strategy Development
• Assist in the design of paraplanning processes
• Provide Financial Plans for new and existing clients 
• Supervise less experienced colleagues

The successful candidate will rapidly develop into a team leader of the paraplanning and client service team. To apply you will need:

• Minimum 3 years Paraplanning experience in a senior role
• Substantial experience in preparing highly complex strategies
• A strong background in retirement income, SMSF's and superannuation
• Experience using COIN software
• Strong communication skills with the ability to manage a team
• Minimum DFP (ADFP preferred)
• The ability to work under pressure and to strict time scales

Rapid career progression within a friendly team is available to the successful candidate.

Suitable candidates should forward their resume to neil.mcdonald@whmarkssattin.com