Saturday, 7 November 2015

Hays Banking,Senior Paraplanner Jobs in Australia

  • Impressive Practice
  • Family Orientated & Flexible Culture
  • Broad Advice Offering
Experienced Paraplanner required for this is a highly regarded boutique financial planning business that delivers an impressive service to their clients. This is a newly created opportunity in a company that values their staff and has many long term employees.

You will be responsible for supporting Financial Advisers through the provision of high-quality Statements of Advice that are both detailed and compliant. You’ll work across a broad range of advice strategies including; SMSF, Investments, Wealth Protection, Wealth Accumulation and Retirement Planning. It is not a volume driven environment and there is a focus on tailored SOA’s.

You will be passionate about financial planning and pride yourself on your strong technical skills with a good understanding of entities and structures. Strong modelling skills is also essential and experience with XPLAN or COIN would be highly regarded.

For further information please contact Carl Piesse on 8226 9840 or email

Reference Number: 1620669

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