• Career progression
• $75 000 package
This firm has been well-established for many years, building a strong reputation amongst it’s clients and it’s peers, alike. Currently there is the requirement for a driven and impressive Paraplanner to join the team. This would be an ideal opportunity for an experience Paraplanner seeking career progression and the exposure to some of the best operators in the business.
The ideal candidate will be seeking the next challenge, and be set on joining an organisation in which they can carve our an impressive career.
The responsibilities of this role include, but are not exclusive to:
• Based on Advisor information, preparation of related financial plans, investment proposals and reviews
• Preparation of tax estimations/wealth projections as requested by the Advisors
• Assisting Advisors in providing service to clients with adhoc queries and further information as required
• Attending client visits and meetings with Advisors
To be considered for the role, you must be tertiary qualified in a related discipline and have a proven history within a similar role. Your written and verbal communication skills will be second-to-none, and either CA, CPA, CFP/DFP qualified.
To apply online, please click on the appropriate link below. Alternatively, please contact Jane Boyle on telephone 02 9220 3400, or email careers@coxpurtell.com.au quoting Ref No. JB7985. Visit www.coxpurtell.com.au to view more jobs.
Please submit your resume in MS Word format or plain text only. PDF resumes cannot be accepted
