This specialist risk advisory business focuses on strategic advice for a variety of wealthy clients ranging from young wealth accumulators, to retirees and business owners who all need Insurance protection
They are currently seeking an experienced and Senior Risk Paraplanner who has the ability to liaise effectively with their client base and maintain excellent relationships. If you would like to work for a market leading boutique, this is a great opportunity.
Some of your key responsibilities will include, but not be limited to:
Product comparisons Writing Risk SOA’s, as well as researching the appropriate products; Personal, key man, buy/sell- huge variety Present the SOAs to clients and managing annual reviews Liaising with underwriters
To be successful for the role you must have experience working in a professional financial planning business, liaising with clients, and supporting advisors, with a particular focus on Life Insurance.
RG146 compliance is not essential, however it is highly regarded. Strong computer skills will be required and experience in Xplan would be an advantage. In return this organisation will provide you with a happy, professional environment that utilises cutting edge technology, research and products
For more information, please contact:
FS Recruitment Solutions Financial Services Specialists
Kiera Brown Principal Consultant
kbrown@fsrecruitmentsolutions.com.au www.fsrecruitmentsolutions.com.au
0409 598 111