Paraplanner | Career Opportunity

In this dynamic role, you will be responsible for supporting Advisors in the sales and client services process,  by preparing high quality Statements of Advice

Responsibilities include

  • Support the team with paraplanning tasks
  • Assisting with the completion of both comprehensive and single strategy SoAs.
  • Assemble & assist with client portfolios
  • Maintain and track client files

To be successful

  • Demonstrated previous experience as a ParaPlanner or Junior Planner
  • Relevant qualifications
  • A positive attitude towards your work, learning and achievments
  • A strong desire to succeed, demonstrated enthusiasm for working as part of a professional team.
  • Excellent communication skills both written and verbal
  • Solid understanding of tax, superannuation, retirement income streams, investment and social security.

In return our client offers development opportunities, a professional, supportive and friendly culture .  This culture is one of innovation, accountability and excellence which has allowed them to build a successful business and brand

To apply please forward your resume along with covering application letter in WORD format. 

All resumes MUST be submitted in Word format.
07 5430 7750
HRM | Right people, right careers, right choice
Paraplanner | Career Opportunity
Sunshine Coast ~ QLD
Job Group:
Banking & Finance
Job Classification:
Financial Planning