Senior Paraplanner

Stirling Andersen

Boutique Private Wealth firm is seeking an experienced Paraplanner to join their growing team.

  • Busy role - enjoy a diverse portfolio (simple to complex)
  • Prove your capabilities and receive further development
  • Fantastic Team Culture
Boutique Private Wealth firm in Brisbane CBD is seeking an experienced Paraplanner to join their growing Financial Planning team. 

The Company The firm offers an excellent opportunity for a technically minded paraplanner to join their team. This is perfect for an ambitious paraplanner who is either looking for a career in paraplanning or the support to progress their financial planning career and become a manager or even adviser. You will be working closely with the Head of Advice/Principal Financial Adviser

The Role:
You will be responsible for providing support to a team of HNW Financial Advisers and in return will receive flexible working hours and excellent benefits. This opportunity does offer future progression into a Junior Adviser position.
  • Production of complex statements of advice in a timely manner meeting service level agreements.
  • Meet and exceed individual productivity targets
  • Maintain compliance 
  • Work closely with the Advisor team and support staff
Role requirements:
  • Paraplanning experience essential
  • Holistic and a well rounded technical knowledge - investments, centrelink, estate planning, super and insurances
  • DFP or ADFP preferred
  • Excellent organizational and communication skills both written and verbal
  • XPlan Experience preferred
  • Attention to detail

Please apply to the details below without delay, interview allocations are available now.

Apply NOW. Alternatively, for a confidential discussion, please contact Emma Ryan - QLD Wealth Recruitment Manager on 07 3224 9300.