28 Nov
Odyssey Financial Services
Balcatta
This is an ideal opportunity to work for a premier financial planning business in the Northern Suburbs. Odyssey Financial Services is a boutique financial services company, who has a reputation for providing comprehensive financial advice and exceptional services to clients.
We are looking for a full or part time Senior Paraplanner. The role offers a challenging opportunity to provide holistic and complex advice across all areas of financial planning.
The role will have the following responsibilities within the business:
- Provide a high-level of tech knowledge
- Work independently to produce advice documents across every avenue of the financial planning industry
- Research external superannuation funds and completing product comparisons
- Comprehensive insurance analysis
- Complete research and quotes with a range of product providers
- Generate financial modelling
- Meet licensee compliance requirements
The successful candidate will have the following skills and experience:
- Diploma of Financial Planning or above
- Great MS office skills
- Enthusiasm & a positive work ethic
- Excellent time management skills
- Ability to forward think and use initiative
- Excellent written and verbal communication skills
- Experience with Xplan software
We are looking for a career driven senior paraplanner who is looking for stability within an established financial planning firm. A minimum of 3-5 years experience. A generous remuneration package from $95k + is offered and is negotiable dependent on experience. For the right candidate, we are willing to offer flexibility and part time hours.
Our firm highly values a positive work workplace and working together as a team. It is therefore essential that the successful candidate has a genuine desire to help their fellow colleagues when needed, to provide the highest level of service and support. A positive, can-do attitude is non-negotiable as well as the ability to work within systems and processes pivotal to the role.
If you are passionate about paraplanning and looking for a long-term career, please email your resume to [email protected].
📌 Senior Paraplanner (Balcatta)
🏢 Odyssey Financial Services
📍 Balcatta
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