Zanetti Recruitment

Exciting opportunity on the Gold Coast to join a successful, well respected Financial Planning team! Genuine Development

  • Amazing team culture - low turnover
  • Central professional location
  • Career development & progression opportunities
The Client
This well-established firm is recognised as a successful business specialising in quality advice. They provide service to both Corporate and Private Clients. The head of the business steers an inclusive, collegiate culture where people love to work and therefore low turnover of staff. With a dynamic team of 17 professional individuals, you're sure to enjoy the environment and development opportunity.

The Role
In this role, you will be working with Financial Planners assisting in the construction and preparation of professional Statements of Advice which meet all relevant legislative, compliance and company standards. You will attend client meetings, preparing compliant SOA's and developing a high level of technical and product knowledge through ongoing learning and development.

About You 
You have a desire to work within a professional and supportive culture and will need to possess the following skills and experience:
  • Currently Paraplanning today
  • Greater than 3 years experience as a paraplanner is ideal
  • Broad based technical competence
As a result of business scale and quality structure, you could be a career Paraplanner or someone who wants to give advice in the future. They have a historical, demonstrated path where Paraplanning staff have been mentored and trained into advice.

What Next?

You can apply for this role online or, if you prefer to discuss this role in confidence before making an informed decision, please contact Ric Zanetti on 0413020864.