Paraplanner Paraplanner …

Hays Banking
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
Competitive
Hays Banking
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
Competitive
Hays Banking
Paraplanner
Join a supportive team of experienced wealth professionals as a Paraplanner Your new company
Work for a boutique financial advice firm located in the CBD. They are passionate about helping their clients reach their financial goals by offering tailored financial solutions. They are looking for a Paraplanner to join their collaborative team.

Your new role
Your responsibilities will include:
  • Constructing both simple and complex SOAs and ROAs
  • Providing technical support to the Financial Advises
  • Sitting in on client meetings with the Senior Advisers
  • Ensuring that the advice documents meet the compliance standards
What you'll need to succeed
  • Previous experience as a Paraplanner is required
  • A strong technical knowledge across a range of advice topics
  • A tertiary degree and XPLAN experience
  • The ability to work well in a team as well as individually
  • Exceptional written and verbal communication skills
What you'll get in return
You would be working in a supportive team that values a good workplace culture. There is the opportunity to progress your career within financial planning as well as flexible working arrangements.

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, or contact Annabel Bassil on Annabel.Bassil@hays.com.au. If this job isn't quite right for you but you are looking for a new position, please contact me for a confidential discussion on your career on 02 9249 2231

LHS 297508 #2506378
Company Overview

About Hays
Hays is the leading global specialist recruiting group. We are the experts at recruiting qualified, professional and skilled people worldwide, being the market leader in Asia Pacific and the UK and one of the market leaders in Continental Europe and Latin America. We operate across the private and public sectors, dealing in permanent positions, contract roles and temporary assignments.

Hays believes the right job can transform a person's life and the right person can transform a business. They are passionate about connecting candidates with the right job for them.

Hays operates in over 40 locations throughout Australia and New Zealand. They find permanent jobs for over 15,000 people a year and temporary and contract assignments for over 25,000 people a year and at any one time employ over 20,000 temporaries and contractors.

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