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27

May

Paraplanner

Molander Recruiting - Brisbane Grove, NSW

Accounting
Source: uWorkin

JOB DESCRIPTION

  • Extremely well-established full-service wealth management network
  • Long-term staff and excellent team environment
  • A focus on everyone’s growth and ongoing learning
  • Enjoys promoting within the organisation
The Client

Our client is extremely well established and is a full-service Financial Advisory firm, including Wealth Management, Stockbroking and Financial Planning. They have been operating for over 40 years and have a network across all states and territories in Australia.

The Role

Our client’s award-winning team is looking for an Intermediate Paraplanner to join them in their Brisbane CBD offices. They are a small close-knit team working in a flat structure alongside the Advisers and Directors. Bring experience from a previous similar role and join them as a driven and focused Client Experience Manager/Paraplanner. The opportunity to progress and grow is massive, and they offer a range of employee rewards.

Further Duties
  • Be responsible for the entire client experience process, develop and maintain strong relationships and support with client queries
  • Support the Advisers with Client Service as well as preparation of SOAs and similar administrative tasks and reports
  • Participate in process improvement, business development and project management
  • Proactively learn and share information and provide technical support to team members
  • Liaise with Compliance team to ensure compliance with ASIC requirements
The Applicant
  • A minimum of 6-12 months’ experience in a similar role (also happy to look at Senior Paraplanners!)
  • A university degree in relevant field (Financial Services, Financial Planning or similar)
  • Outgoing personality and the ability to build relationships with internal and external stakeholders
  • Attention to detail, career focus and communication skills are important for this opportunity

The Benefits
  • Work life balance and ongoing training and personal development
  • Exposure to various clients
  • Huge opportunities for progression
  • Long-term staff and friendly environment

How To Apply

For further details, please call Sara for a confidential discussion, or send your resume to:

Sofia Molander
info@molanderrecruiting.com.au
0429 099 803