For Recruiters

Senior Paraplanner

Hays
Melbourne, Australia
Posted 14 days ago Permanent Competitive
See job description for details
A Boutique Practice is seeking an enthusiastic and experienced paraplanner to join their growing team. Your new company
This is an exciting new opportunity within a boutique financial advice firm located in Melbourne CBD. This organisation is dedicated to offering tailored financial solutions to their clients. They are looking for an experienced Paraplanner to join their team and to lead a small team of paraplanners and customer service staff.

Your new role
  • Leading a small team of Paraplanners and the customer service team
  • Assist with the preparation of SOA's & ROA's
  • Day to day running and management of clients, booking appointments and investment
  • Ensure Planners maintain compliance standards
  • Technical Para planning process development and improvement - compliance
  • Reporting process and implement new business
What you'll need to succeed
  • Prior industry experience as a Paraplanner
  • Experience with SOA & ROA is preferred
  • Previous experience using Xplan software
  • Strong written and verbal communication skills
  • Passionate about helping clients realise their financial goals
  • Strong analytical, numerical, problem solving, and time management skills
What you'll get in return
  • Quality training and support
  • Career progression
  • Opportunity to work in a hybrid setting
  • Equity & Bonuses paid yearly!
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 to howard.richards@hays.com.au, 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.

LHS 297508 #2705837
Job ID  2705837
ABOUT COMPANY
Sydney, Australia
12100 Employees HR & Recruitment

About us

At Hays, we invest in lifelong partnerships that empower people and businesses to succeed. You are at the heart of everything we do. With over 50 years’ experience and a workforce of more than 10,000 people across 32 countries, we collectively put our customers, at the heart of everything we do.

Drawing on knowledge that’s unique to our scale, our commitment to understanding your needs and our ability to meaningfully innovate we are more than just a specialist recruitment business. By providing advice, insights and expertise on issues you face in today’s fast paced world of work, we’ll help you make the right decisions for tomorrow.

Looking for the right role for you? 

At Hays we know that finding the right role at the right time takes careful consideration. As your lifelong career partners, we’re by your side, every step of the way.

Whether you’re seeking a new opportunity or support in navigating a career change, we bring the expertise and the connections to partner with you to help you realise your ambition.

Providing an unmatched breadth of jobs across industries and professions whilst leveraging our knowledge, employer relationships, learning opportunities and support, we can offer you roles that challenge and excite you.

Take the next step at hays.com.au

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