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Your new company
This leading Firm that combines Accounting and Wealth Management, located in the CBD, develops and implements comprehensive strategies to a diverse client base. They have a fantastic reputation in the market and with additional plans for growth, this is an opportunity for a Senior Para Planner to join an established, progressive business.
Your new role
As a Senior Para Planner you are highly experienced in the preparation of complex financial strategies and documentation, providing technical support to financial advisors and strong compliance knowledge. You will be proficient in a variety of strategies with a background in SMSF's, direct equities and risk.
What you'll need to succeed
You will be detail driven with superior time management skills and have a drive for continual development. Proficient in financial planning software, your ability to think laterally and a diploma in financial planning will ensure your success. Exposure to XPLAN will be highly advantageous.
With the ability to think strategically you will be driven for continual development and success.
What you'll get in return
This firm has strong principles and standards that are balanced with a fully supported team and light hearted environment. This is an opportunity to join a reputable employer that offers a vibrant working environment, training and development, career progression and a competitive salary.
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 call Jason Hudson on 82310820 for a confidential discussion.