Technical Assistant/Paraplanner

Sense Recruitment

This professional team pride themselves on their culture and client centric practices.

  • Join a corporate environment with hearts and smarts.
  • Propel your career with a team that invests in its people.
  • Career progression available.
With a strong WA brand, these guys pride themselves on the reputation they have built and continue to uphold within their industry. They win awards for it too!

We are looking for a technical assistant/paraplanner to join their team. In this time of growth, they are looking for candidates who are keen on professional growth and operate with client outcomes at the forefront of all they do.

Your calm, professional and poised nature is what helps make everyone’s experience EXCEPTIONAL!

Supporting a team of highly professional and experienced advisors you will have experience in financial planning within a similar role, you will have developed quite the skillset in fact; 

  • Collating, preparing, and reviewing all client strategies and meeting documentation ensuring accuracy and compliance is adhered to;
  • Prepare meeting documentation in line with the 60-day review process, prepare reports utilising Morningstar and the Returns Program in support of the recommendations we make to our clients;
  • Develop a high degree of technical knowledge that assists in preparing and reviewing client strategies;
  • Have a detailed understanding of the financial planning industry and relevant legislative requirements.

Because you love organisation and enjoy demonstrating initiative and self-motivation; pride yourself on your ability as a proactive problem-solver and have a knack when it comes to interacting with clients in an approachable, professional manner…YOU are going to love it here.
  
Nestled close to the CBD, you’ll love your new corporate work home.  Public transport is nearby to make your commute effortless.  A short walk and you can be at a café or a shady park to eat your lunch or just grab some fresh air. 
  
Any employee benefits you may be wondering, well…there’s too many to mention so you’ll have to get your application in to find out more!