Paraplanner

 

Dynamic Dealer Group

Career Defining Opportunity

Marketing Leading Salary

This enterprising and polished financial services institution, a renowned performer in Australia's investment markets and one of Australia's leading dealer groups from a size and service offering ????? ?????, requires a paraplanner to join to their organisations operations

The purpose of this role is to provide quality, compliant and timely Paraplanning services to customers of this organisation's financial planning operation. The role is responsible for the provision of strategic input to produce complex statements of advice using approved financial planning software. As a senior member of the team you will be expected to ensure a high level financial planning software skills are developed and maintained, provide advice across a wide array of financial strategies to identify the most appropriate strategy for individual clients, promote the paraplanning services to planners and field management to introduce new planners to the organisations services. It will require you to ensure that planners and field management have a clear understanding of the paraplanning services and you will also be responsible for identifying and reporting any breaches of standards, ensuring ????? ????? are maintained.

To secure this compelling opportunity you will have extensive experience working as a paraplanner, including preparing ????? ????? dealing with various mainstream strategies (in particular Retirement Planning, Income Streams, Wealth Creation), a working knowledge of various tax structure will be highly regarded, as will your experience and expertise in self managed superannuation.

If you have completed or are in the process of completing the advanced diploma of financial planning and are looking for an organisation that encourages a positive team culture, and has excellent fringe benefits, then you will not want to miss out on this opportunity.

To apply Please send you resume to Justin Baratta at ???@???.???>