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A rapidly growing financial planning business based in the heart of Sydney CBD, is looking for a forward thinking para-planner to join their business.
This fee based firm work in the corporate, private and personal financial planning space. Company has aggressive growth plans this financial year and require an experienced, proactive, paraplanner to join the team.
Responsibilities in the role include, preparation of comprehensive SoA's, researching and keeping up to date with products and legislative changes, provide compliance support to advisers and paraplanners, establish and improve plan templates and streamline operations.
It is essential to be RG146 qualified as well as having an advanced diploma in financial planning. Being able to demonstrate relevant para planning experience within fast paced environments will assist.
You will need to have a confident outlook with the ability to work accurately and effectively under pressure. With continual career and personal development this role will look after committed, professional individuals.
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