Contract Paraplanner

Stitch Recruitment

Ongoing contract role - ASAP start. Work from home, choose your own hours. Outsourced Paraplanning Co. Holistic strategies

  • Established Outsourced Paraplanning Co.
  • Work Remotely - Flexible Working Hours
  • Ongoing Contract - ASAP Start
The Company:
This is an exciting opportunity for a experienced Paraplanner to join a highly regarded Outsourced Financial Planning and Technology Co. Supporting an enviable client base, this role will see you work across diverse strategies supporting a broad range of Advisors and Advisor Groups. With offices based in NSW, our client has the ability to offer flexible working conditions to Paraplanners based nationally.

The Role:
Your ability to take initiative and use sound judgement in order to effectively evaluate ideas and create strategies is paramount. Our client is seeking experienced Paraplanners who take real pride in what they do. You will have the ability to think strategically and building long term professional relationships with an array of clients.

To be successful you will possess the following skills;
  • Proven paraplanning skills and expertise 
  • Strong technical skills 
  • Experience in utilising various financial planning software programs
  • Xplan highly desirable, including Xtools +
  • Min RG146 Qualified
  • Experience working within SMSF and Trusts
  • Experience with Personal Insurances
About You:
You will have proven experience in;
  • Providing excellent client service 
  • Conducting research
  • Data analysis
  • Comprehensive financial modeling and projections
  • Preparation of SOAs and ROA’s
  • Liaising with Financial Institutions and Product Providers
If you are seeking your next career move then Stitch Recruitment has you covered – APPLY NOW!