Prestigious Role & Private Wealth Firm
Work with a range of portfolios & UHNW clients
Opportunity to progress to technical or client facing roles
THE COMPANY
New opportunity for a talented Senior Paraplanner to work in a dynamic team based environment of UHNW Advisors, paraplanners & support staff. This opportunity will enable the successful candidate to earn substantial bonuses & recognition for their diligent & hard work.
Our client is a highly regarded professional practice based in 4 locations Nationally, including Melbourne CBD. The company employs over 70 staff comprising of Advisers, Associates and support staff catering to HNW clients.
THE ROLE
We are seeking candidates with:
Strong wealth management experience & holistic technical skill set Excellent work ethic, compliance background & business ethic The ability to work independently and manage / delegate work flow; Experience developing strategies across all key areas of financial planning including SMSF and tax minimisation strategies; Ability to work with HNW clients & top performing staff members ADFS or equivalent coupled with a Bachelors degree
THE OPPORTUNITY
This is an excellent opportunity providing the right candidate with strong opportunities for promotion and personal development. The culture is very much one of empowering their staff with a wide range of responsibilities.
If you are a Paraplanner and want to work in a professional and supportive environment and ready for the next step in your career, please apply to through the appropriate link or for a private discussion contact:
Kiera Brown Principal Consultant FS Recruitment Solutions
kbrown@fsrecruitmentsolutions.com.au
0409 598 111