+60d ago

Paraplanner

Hays Accounting Support

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Base pay
$70k - $130k
Work type
Contract type
Permanent
How this job matches you
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$70k - $130k
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Full job description

This company takes pride in the reputable presence that we hold within the Financial Planning industry. They have a strong focus on providing our clients with high quality Financial Planning advice.

An opportunity has arisen for a Paraplanner with a strong technical background to join the Financial Planning team.

Responsibilities

  • Prepare Statement of Advice documents for new and existing clients
  • Timely delivery of Statement of Advice documents ensuring all legislative and regulatory guidelines are met
  • Maintain detailed and technical working knowledge of all Financial Planning issues
  • Working collaboratively within a team to service new and existing clients

Experience and Skills

  • Previous experience in a Paraplanning role
  • Experience in preparing Statement of Advice documents
  • Strong technical knowledge and a willingness to assist the team to increase overall technical capability
  • Excellent written and verbal communication skills and a high attention to detail
  • Ability to build and maintain strong relationships with clients and internal and external Financial Planners

This is a great opportunity at the forefront of the Financial Planning industry for someone looking for a long term position as part of a dynamic organisation.

Benefits and Perks

  • Competitive salary
  • Supportive team environment with friendly dedicated staff
  • Training and development provided

What you need to do now
If you're interested in this role, forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

LHS 297508 #2513490

Job details
Date posted
8 Jun 2021
Category
Accounting
Occupation
Financial Planner
Base pay
$70k - $130k
Contract type
Permanent
Job mode
Standard/Business Hours
Sector
Private Business

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