This financial
planning provider is part of a very respected superannuation organisation. As a
result of growth we currently have an opportunity to work with a team of
experienced paraplanners. To be successful within this role you will be
committed to providing the highest quality advice documents to your advisers,
and ensuring most appropriate advice is provided to clients. Your specific
responsibilities will include:
- Preparing
high quality and compliant Statements of Advice and other advice documents
on behalf of planners / advisers - Providing
advice across a wide array of financial strategies to identify the most
appropriate strategy for individual clients - Meeting
individual productivity targets - Ensuring
that paraplanning qualitative and quantitative service standards are met.
If you are a
proactive and dedicated paraplanner, possess strong technical skills and have
completed your Diploma of Financial Services, this is an opportunity to get
your career on the move, and work in a genuinely fun and flexible environment.
To be successful,
you will have previous experience preparing Statements of Advice for a range of
clients, and a sound level of technical financial planning knowledge. You will
be a team player who enjoys a challenge, and be currently completing or willing
to complete your ADFS qualifications over time.
Sound like
you?
Please e-mail your resume to fs@avantgarderecruitment.com.au, or contact
Danielle Waugh or Kellie White for a confidential discussion on (07) 3360 0888.AvantGarde Recruitment has a
highly experienced Financial Planning industry recruitment team, and we
currently have a range of exciting roles all across Australia in both
metropolitan and regional locations.
So if you are
thinking about your next career step in the financial planning industry, you
need to talk to us! For a confidential career discussion, please contact the
Avantgarde Recruitment team on 07 3360 0888
