senior paraplanner – cbd – large financial services provider

HR Partners; Sydney; On-site; AUD 70,000 - 110,000; Full time

Job summary

Randstad is seeking a dedicated paraplanner to join a small team in financial services. You will develop detailed strategic advice and Statements of Advice (SOAs) tailored to client needs, working closely with three advisers, administration staff and a Client Service Manager.

Opportunities for advancement exist for those with an interest in specialist advisory areas. You must hold the DFP qualifications with Advanced DFP and have at least five years of paraplanning experience, with strong

Qualifications

• 5+ years paraplanning experience with knowledge of complex strategies.
• Strong attention to detail and task focus.
• Knowledge of compliance and regulatory issues.

Responsibilities

• Develop detailed and accurate strategic advice and SOAs based on clients’ needs.
• Work with 3 advisors, administration and Client Service Manager, reporting to an Advisor.
• Engage in diverse projects and address advisers’ technical queries.

Skills

Paraplanning

Advanced DFP

DFP knowledge

Education

DFP qualifications with Advanced DFP

Job description

HNW Clients

Dynamic & Supportive Team

The Company

Leading Financial Services provider with offices nationally. They have won numerous awards in the financial services industry due to their excellent client care and way of tailoring advice to the best needs of the client. Great collaborative culture and friendly satisfying place to work. They encourage development of their staff.

The Role

In this small team, you will be working with 3 advisors as well as administration and a Client Service Manager. You will report directly to one of the Advisors and be involved in developing detailed and accurate strategic advice and SoA’s based on clients needs. Your role will have a wide scope and you will be involved in a range of projects along with dealing with advisers for technical queries. Opportunities for career advancement are available if specialist areas are of interest or an advisory role.

Experience Required

To be considered for this role you will possess the completed DFP qualifications with Advanced DFP and other further education highly desired. You will have a minimum of at least 5 years paraplanning experience with knowledge of complex strategies. You will be extremely task focused and with strong attention to details skills. Knowledge of compliance and regulatory issues is mandatory along with the ability to be self-driven.

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.