Hays
Senior Paraplanner
Sydney Area, Australia, AU - Financial Services
- Holistic advice service
- Diverse exposure to products
- Career building opportunity
There is an excellent opportunity in North Sydney to work with a self-licensed financial planning practice. They pride themself on a strong on-going client service, with a keen interest in pro-actively building their portfolio. There is an excellent working environment with continual support from some of the leading people in the industry. There is a great team culture, and the support you provide to the licensee will be recognised with the opportunity to sit in on client meetings.
Reporting directly to the Principal Adviser, you'll be involved from beginning to end, writing the initial SOAs right through to implementation. This is a great opportunity for a career paraplanner to develop their knowledge in the industry with future potential of moving into the advisory space if desired.
You must have demonstrated relevant experience in the financial planning industry with exposure to XPlan being beneficial for the ideal candidate. Working towards your RG146 or having completed the qualification will be looked upon favourably, and possessing a good understanding of a broad range of strategies is key.
This is an excellent opportunity for a person that is keen to make a real impact on a growing business. To apply for this role, or to discuss the position in more detail, please contact Conan Osborne on 02 8226 9861 or by email on conan.osborne@hays.com.au
No salary provided
Posted March 25, 2015 at 07:39AM from LinkedIn http://ift.tt/1FEfUGY
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