This boutique sized Financial Planning firm has been providing holistic advice to a variety of clients since 1984 and is very proud of the long term relationship they have in place with their clients and the stability of their staff. As this business gets a lot of referrals from Accounting firms, their clients vary from HNW individuals, to clients with numerous business and family trust structures. Their investment methodology covers all asset classes in a high touch environment

€ As an Senior Paraplanner in this business you will be responsible for: € Attending some client meetings with the Senior Financial Planner € Writing a variety of SOAs coving all facets of advice € Reviewing investment reports for clients € Assisting with the presentation of SOA¹s € Being the first point of contact of all technical client enquiries

In this role, you will be managed by a Technical Service Manager, and have the full support of a team of client services officers and a dedicated investment research team.

This business is a leader in independent advice and using cutting edge technology and research, that is unheard of in other boutiques.

To be successful you will be degree qualified, with a minimum of 2 years Paraplanning experience, along with a positive attitude and excellent communication skills

In return you will be mentored directly by the business owner and Head of Tech Services, provided with one on one training and mentoring and be actively involved in all client meetings.

Although progression to advising would be considered in 3-5 years, we are still interested in career paraplanners

For more information please contact: For a confidential discussion, please contact:

Kiera Brown Principal Consultant FS Recruitment Solutions

0409 598 111

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