Paraplanner role – Well established Wealth firm
My client is a well established Wealth management firm, and are looking to augment their successful team with a Paraplanner to be based at their Lytham office.
You'll be dealing with aspects of fund research, client letters, suitability reports, working closley with the IFAs, making you a pivotal member of the team.
A market-competitive salary of up to 50,000 (DOE) is on offer with this hybrid role, along with comprehensive perks.
Ideally, you'll have 2 years Paraplanner experience, Level 4 Diploma (or near to completing) & robust knowledge of Investment, Protection, and Pension products.
Click and apply ASAP as my client is considering CVs as we speak
📌 Paraplanner Sydney
🏢 FINSIA
📍 Sydney