Paraplanner - Global Institution

 

Prestigious Financial Services Group

Critical Paraplanning Function

Sydney CBD Location

This is an exceptional opportunity for an aspiring ????? ????? join a highly respected global financial services group.

Working in a small, dedicated paraplanning business unit, you will perform an integral role in assisting financial planners to complete sophisticated and compliant financial plans.

You will actively engage with experienced financial planners to prepare financial plans within relevant legislative frameworks. In addition to completing the plans you will conduct regular account reviews, act as a point of quality control vetting all plans submitted by financial advisers and provide ongoing technical and strategy assistance to advisers and planners.

To succeed in this role you must be an experienced paraplanner holding relevant formal qualifications. You will demonstrate the ability to interpret financial plans and supporting information, to determine appropriate financial strategies for clients.

Your personal presentation and communication skills must be of the highest calibre and underpin the quality of service you provide to your business stakeholders.

If you have a clear passion for providing exceptional paraplanning support, we welcome the opportunity to discuss this position with you.