Paraplanner - Tier 1 Financial Planning Firm

Boston Stanley

Market leading salary|Diverse progression opportunities|HNW centric strategic advice focus|Industry leading Adviser team|

  • Develop skills across equities, SMSF's, Insurance and Estate Planning
  • Generous salary package.
  • Large Advisor team - benefit from an extensive knowledge pool.

Opportunities like this don't surface often. This role is working for one of Perth's elite Financial Planning firms. You'll benefit from working with a number of highly qualified Advisors whilst receiving full training and support.
  
Responsibilities will include but not be limited to;
  • Preparing complex, personalised Statements of Advice for HNW clientele
  • Conducting detailed research to determine appropriate advice strategies
  • Liaising with fund managers, share registries, banks and other financial institutions and service providers. 
  • Providing technical support and advice to clients and Advisers
  • Remaining up to date on legislative and industry changes, as well as investment market developments
  • Proactively seeking opportunities to create administrative efficiencies using Xplan software
To be considered, have the following;
  • A minimum of 2-4 years of Paraplanning experience
  • Experience in the use of XPLAN Software (preferred)
  • A clear understanding of financial planning opportunities and industry legislative requirements
  • A Diploma / Tertiary qualifications
To apply, click the 'Apply' button below, or email your application through to Ben@BostonStanley.com
  
Ben Stokes
Director - Financial Planning Recruitment
E: Ben@BostonStanley.com