Paraplanner & Client Service Officer | Northside | $100k
Exclusive to Jenner Recruitment our client is looking for a Paraplanner/Client Service officerto join their vibrant polishedteam!
The Client
This well established and professional financial planning practice is dedicated in providing the best possible service to their clients.
Our client is a boutique full service advice business, committed to providing quality financialadvice and serviceto theirhigh net worth and mum and dad clients. They havea strong reputation in delivering exceptional financial servicesto ensure that they maximise their wealth, taxation and returns.
Their clients benefitfrom having access to the full range of holistic advice including Wealth Accumulation,SMSF, Retirement, Superannuation, Estate Planningand Risk.
They have a robust understanding thattheir staff and clients are paramount to their business, and the care and dedication that they take towards their staff ensures a warm friendly working environment.
The Role
Reporting to the Director, you will be responsible forassisting theteamin the construction of high quality, Super, Risk, SMSF, Margin Lending, Shares and Investment SOA's.
Working with clients at all levels, you will need have had exposure to Risk, Super and Retirement with senior support available for more complex style plans.
This role will require you to take ownership of your role and be exceptionally well organised. You will be responsible for being part of a high profile and polishedteam and be able to deliver high quality, top end plans.
Responsibilities will include but are not limited to:
Preparation of SOA's including risk, investment, wrap platforms and superannuation;
Researching client investments and product
Assisting with investment review analysis;
Provision of high levels of client and technical support to the team;
Maintain CPD points and in general keep up to date with the market and legislative changes; and
Other duties as required.
About You
You will be currently working as an Client Service officer or IntermediateParaplanner for at least2 years, and have an understanding of Financial Planning strategies.
You will also need to possess the following:
RG146 compliant with a Diploma in Financial Planning or equivalent tertiary qualification would be an advantage
At least 2 years working as a paraplanner and currently be employed within the financial planningindustry
XPlanfinancial planning software experience is well regarded
High attention to detail andwell organised
The ability to build and maintain strong relationships