Great opportunity for an experienced Paraplanner to join an established team Your new company Located South of Perth CBD, our client is a financial planning firm who specialise in comprehensive financial planning strategies for high net worth individuals. Your new role You will be be responsible for the preparation of Statements of Advice for sophisticated clients, as well as the completion of Annual Review Statements too. You will be required to provide ad hoc technical support and scenario modelling, and offer supervision and training to junior paraplanners and administration assistants. What you'll need to succeed You will need 3 years' minimum in a Paraplanning role and a strong understanding of Financial modelling and markets. A tertiary qualification, RG146 compliance, and proficiency using XPLAN and Excel. What you'll get in return In return an attractive remuneration package is available and will be commensurate with the experience and qualifications of the successful applicant. You will be provided with the opportunity for continued professional development and support in a team-oriented environment. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. 2096861
Accounting / Finance
Full Time
Salary negotiable

Perth Region

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