Provide paraplanning support to a Senior Financial Planner within this accountancy practice based in the CBD.
This is a mid-tier accountancy firm with offices across Australia and New Zealand. The Wealth Management division is currently growing and they are looking for a paraplanner to provide support to the Senior Financial Planner within the business.
You will be involved in the full financial planning process – developing strategies and undertaking research, preparing comprehensive Statements of Advice and implementing recommendations. You will also be dealing with other business areas within the firm in order to ensure to provide a professional integrated service to clients.
The company has a strong focus on developing lasting relationships with their clients and providing a high standard of service across all advice areas.
The ideal candidate will have completed their Diploma of Financial Planning and may come from an accounting background. You will need 6-12 months paraplanning experience and must have a high level of attention to detail and a professional approach to your work.
This is a great opportunity to build your financial planning career within a professional and reputable organisation.
To find out more about this position or to express your interest in similar roles please send your CV to bethan.harris@whmarkssattin.com or apply directly through the website.
