Looking for a stable role where you will have the opportunity to grow?
Well respected family orientated Financial Services firm in Cairns.
Opportunity to transfer your skills
Varied client exposure
Our client is a reputable and well established financial planning practice with a leading client base and healthy profit outlook. They are looking for a new addition to their team, who can bring with them a strong understanding of customer service and a passion for the industry.
In your new role, you will create both basic & complex SOAs, putting a focus on client service. You will be exposed to a variety of strategies and a variety of clients, using innovative & up-to-date industry tools.
To be successful in this role, you will have significant previous experience generating SOAs, along with a practical knowledge of the financial planning industry. You will have a number of years working as a paraplanner and have the ability to mentor junior staff. You will be client facing and enjoy researching and implementing the best possible strategies for your clients. You will be a team player, have the ability to build relationships and have exceptional attention to detail. Industry qualifications highly regarded.
PARAPLANNER – ADELAIDE SACity fringe location
We are currently looking for a Paraplanner to join a successful Financial Services firm in Adelaide. As a valued member of their supportive team you will be responsible preparing statements of advice and assisting in the preparation of plans across various areas. We are looking for a strategic thinker, that has stability in their employment and happy to demonstrate their Financial Services experience and knowledge. Exposure to Financial planning software would be highly regarded, however our client is open to which software you have utilised and basic training will be provided. To be considered you will possess a relevant Financial Services Qualification have the ability to learn new tasks and prioritise your workload. If you looking for a new challenge in 2013 and currently working as a Paraplanner do not delay send your resume through in confidence.
For a confidential discussion regarding this role, please contact James Vaughton on 08 8306 8200 from Adecco Adelaide City SA.
PARAPLANNER – SYDNEY NSWDue to significant growth over the last 2 years, Lifetime Financial Advisers located at Macquarie Park (North Ryde) , Sydney is seeking an experienced and technical Paraplanner to assist in the Paraplanning function and interact with Clients and Financial Planners as part of the New Client and Client Review process. Our office is in a new and very modern building, right beside Macquarie Park train station and with easy transport access. The building offers a subsidised gym and lunch facility.
You will work with a highly experienced and hands-on team in an environment that encourages and respects you as an individual and contributes toward the expansion of your professional knowledge.
With a professional and ethical working environment you will be applying your existing knowledge as well as expanding your technical and client-facing skills.
We would welcome applications from potential candidates that meet the following criteria:-
Ideally you will have at least 18 months paraplanning experience
You have an understanding of the Industry including RG146/ DFS or ADFS
Ability to prepare tailored SoA’s
Preferably proficient in Xplan software
Can assist with research of products and other strategic initiatives
Prepared to liaise and directly assist our Financial Advisers
Be involved with the New Client and Client Review process
You are enthusiatic and bring a good attitude to work
On offer for the right Candidate is a negotiated salary based on your qualifications, experience and capacity to do the role.
Please send your details in the first instance to Mr. Grant Wilson Director/Financial Planner – Lifetime Financial Advisers email email@example.com Please call Grant with any question directly on 0419 420 151. All applications to be received by Friday 1st Feb 2013.
ASSISTANT FINANCIAL PLANNER (PARAPLANNER) – TOOWOOMBA & DARLING DOWNS QLDJoin an award-winning regional firm
Attractive remuneration package
A leading financial and business advisory firm is offering an exciting opportunity for a motivated person seeking a career in financial planning.
In this role, you will support our experienced financial advisers with the timely and accurate preparation of documentation and superior client service.
You’ll be given the opportunity to use your technical skills to assist with wealth creation and protection strategies supported by ongoing professional development.
To be successful in securing this role, you will
be very organised with attention to detail
have strong computer skills (especially Microsoft Office)
be an effective communicator
have a positive attitude
thrive under pressure and deadlines
be qualified or prepared to undertake further
While experience in paraplanning is preferred, we will offer training to the right candidate.
BMO, based in Dalby (just one hour to Toowoomba), started out as a traditional accounting firm, but over the years has grown and evolved into a multi-faceted business and financial advisory firm.
This role is based in BMO Financial Solutions (our financial planning arm) which has been a part of the BMO service offering since for more than 10 years.
BMO Financial Solutions has developed a high level of respect in the marketplace for its professional, down-to-earth and caring approach.
BMO offers a professional and friendly work environment underpinned by the agreed values of awareness, enjoyment, innovation, outstanding service and understanding. (We call our values the BMO AEIOU). We have a great team of around 45 people working across all the BMO ivisions including Accounting, Loans, Marketing, Human Resources and Business Advisory.
Read more about our firm at www.bmo.com.au
For more information about the role or to obtain a position description, contact Sarah Shaw on (07) 4662 3722 or firstname.lastname@example.org.
SENIOR PARAPLANNER – BRISBANE QLDFriendly growing team.
Wide variety of plans.
Above market salary
This boutique Financial Services firm, with national presence, has a focus on providing holistic financial planning solutions to a wide spectrum of clients.
Due to the growth of the business, they are
seeking a motivated Paraplanner to join their team. This newly created role will be imperative to the success of the organization.
You will be the paraplanning support to the financial planning team by producing plans, following up documentation, applications and liaising with clients. There is a dedicated client service team fulfilling the non technical function.
You will thrive in a busy environment, have an eye for detail and will be content in a technical role. You will be able to work autonomously, demonstrate excellent time management skills, and have the ability to think outside the box.
In return, you will be given the opportunity to grow your career in Finance with the support of an experienced and energetic team behind you.
If you have previous experience in a similar role and relevant qualifications, I would love to hear from you.
Please call Chris on 0425 726 288.