Senior Paraplanner

Stitch Recruitment

Excellent sea-change opportunity. Well structured organisation with varied and challenging strategies.

  • Kiama Head Office - Looking for a Sea Change?
  • Relocation Package
  • Opportunity to Work from Home
The Company:
Highly successful outsourced Financial Planning and Technology firm. 
With offices in Sydney and Kiama our client has the ability to offer flexible working conditions. For those of you looking for a sea change, they offer beautiful harbour front office from their head office in Kiama. With an enviable client portfolio this role is to support their consistent growth and client requirement.

The Role:
As a Senior Paraplanner, you will be allocated complex holistic and risk strategies for a varied client portfolio. Your ability to take initiative, and use sound judgement in order to effectively evaluate ideas and strategies is paramount. My client is looking for someone who takes a real pride in what they do, who has the ability to truly think strategically and who enjoys building long term professional relationships with clients. Working across a wide range of Advisors you will need the ability to adapt your Paraplanning style to suit their needs, whilst ensuring time frames and efficiencies are met.

To be successful for the role you must possess 
  • Proven paraplanning skills and expertise 
  • Strong technical skills 
  • Experience in utilising Xplan
  • Exposure to but not limited to Xtools+, Risk Researcher, Wealth Solver, CALM
  • Min DFP qualified
  • Experience working within SMSF and Trusts
  • Experience with Personal Insurances
You will be responsible for-
  • Providing excellent client service 
  • Conducting research
  • Data analysis
  • Comprehensive financial modeling
  • Preparation of SOAs and ROA’s
  • Liaising with Financial Institutions and Product Providers
What is in it for you:
Excellent team culture
Beautiful south coast location
Excellent business structure with real opportunity for career position
Opportunity to excellent technologies

If you are seeking your next career move then Stitch Recruitment has you covered – APPLY NOW!