THE COMPANY

We are a well-established, 100% privately owned, self-licenced, Brisbane CBD boutique wealth management firm.

We have been providing financial advice to private clients and businesses for over forty years.

We pride ourselves in having created a dynamic working culture, as well as a warm, 'people focused' environment.

We are expanding our team and looking for a bright and motivated person to join our team in the role of Paraplanner.

THE ROLE

This is an excellent opportunity for an experienced CSO/ junior paraplanner who is wanting to advance their advice generating skills under the guidance of three highly experienced advisers.

Perfect for someone who is:

a great communicator who enjoys working collaboratively

able to work well under pressure, detailed orientated & is a problem solver

willing to jump in and has a genuine desire to learn and grow

passionate about helping people through wealth management.

Responsibilities include:

Preparing SOAs, ROAs, and other supporting documentation for clients

Executing implementation of advice documentation

Assisting with client and supplier correspondence and administration where necessary

Ensuring data is recorded accurately and promptly and compliance standards are consistently met.

YOUR BACKGROUND

The ideal candidate will have:

3+ years' experience in a CSO role and/or 1+ year as a paraplanner

Advanced experience with Xplan

Advanced MS Office skills

APPLICATIONS

If you think you would be the right person for this role, please submit your resume in PDF format along with your cover letter.

Please note cover letter is a must if we are to assess your application.

All applicants will be carefully considered; however, we will only be able to contact those candidates that are short-listed for an interview.

Please do not contact our office directly.