About the company:

Our client is a holistic financial planning firm with a handful of office locations throughout Queensland. They are going through a big period of growth and are looking to expand their Brisbane team through hiring a senior paraplanner.

This is the perfect opportunity for an experienced paraplanner that is looking to develop their career within a dynamic and growing business.

Benefits:

• Social team culture where achievements are celebrated
• Half day every Friday - get an early start on your weekend!
• Growing business in acquisition phase with opportunities for career development
• Work closely with experienced advisers and other paraplanners
• Excellent remuneration on offer - up to $120k + Super

Tasks and Responsibilities:

• Write high quality SOA and ROA documents for holistic advice scenarios
• Complete research and modelling for plans
• Ensure documents meet all compliance requirements
• Liaise with financial advisers and admin support
• Work towards KPI's and productivity targets

About you:

• 3+ years of paraplanning experience
• Experience writing SOA's for holistic advice scenarios including insurance
• Strong understanding of financial planning compliance and regulations
• Xplan and Xtools+ experience
• Good productivity, time management and communication skills

How to apply:

If you're interested please send your CV to Ben Sultmann at [email protected]

If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs