Brisbane, CBD & Inner Suburbs, Temporary
06 Feb, 2016
Flexible 4 days a week or School Hour friendly hours. Potential for ongoing assignment
Based in inner suburbs of Brisbane CBD
Great $$$ Genuine career progression available. Friendly, Professional, Team Culture.
This Senior Paraplanning role is with a well established professional services firm that provides accounting and tailored Wealth Management advice for SME and HNW individuals.
You must have a minimum of 2 years paraplanning experience with the highest technical and ethical standards and a client centric focus.
Advanced Diploma in Financial Planning minimum qualification with Masters or CFP preferred
Highly experienced using Xplan and SoA preparation
Experience with rebalancing investment portfolios with direct equities preferred.
Experience with multiple entity advice preparation including SMSF
Ability to identify and suggest suitable strategies for review
Flexible attitude to working in a team environment and provide help with admin and ad-hoc duti
Job Category: Banking & Finance