Paraplanner Paraplanner …

Hays Banking
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
Hays Banking
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
Hays Banking
See job description for details
Looking for your next step in your Paraplanning career? Apply now! Your new company
This role is in the Financial Advice arm of an established Chartered Accounting firm based in Sydney CBD. They pride themselves on their long-term relationships and offer a friendly working environment. They are looking for a Paraplanner to join their team.

Your new role
  • Constructing complex SOAs/ROAs as per the Advisers recommendations across topics including superannuation, insurance, and investments
  • Carry out financial modelling through software's such as Xplan
  • Mentoring junior Paraplanners and provide guidance when required
  • Developing wealth strategies, portfolio management and preparing Fact Find documentation
What you'll need to succeed
  • Previous experience as a Paraplanner across a range of complex advice topics
  • Diploma of Financial Planning and a relevant tertiary qualification
  • A strong knowledge of Xplan is essential
  • The ability to communicate effectively with both clients and colleagues and strong interpersonal skills
What you'll get in return
This is a great opportunity to join a successful advice business within an Accounting practice and work in a collaborative team. There are flexible working arrangements on offer as well as the chance to work closely with experienced wealth professionals and expand your skill set.

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 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 #2576362
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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