This boutique Financial Planning firm has been providing holistic advice to a variety of clients since 1999 and is very proud of the long term relationship they have in place with their clients and the stability of their staff. Their clients vary from HNW individuals, to clients with numerous business and family trust structures, retirees and wealth accumulators.

This is a great opportunity to work with a business backed by the strength and resources of one of the country’s largest wealth management groups..

As Paraplanner in this business you will be responsible for:

– Attending client meeting with the Senior Financial Planners – Writing simple to complex SOAs coving all facets of advice – Reviewing investment reports for clients – Updating and changing the SOA templates with any changed to regulations – Forecasting, projections and modeling

In this role, you will be supported by a very senior client services officer and general administrator, as well as a very reputable dealer group that can provide you with up to date investment and global markets information

To be successful you will be RG146 qualified, with a minimum of 12-18 months Paraplanning experience, along with a positive attitude and excellent communication skills

In return you will be mentored directly by the business owner/financial planner, provided with one on one training and mentoring and be actively involved in all client meetings.

For more information please contact

Kiera Brown Principal Consultant FS Recruitment Solutions 0409 598 111

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