Our client is looking to hire a Paraplanner to join the firm and help support the Private Wealth Advisers across their offices. This chance would suit someone who is strategy orientated, technically sound and someone with a real appeitite for dealing with HNW Complex clients.
Primary Responsibilities:
- Collaborating with advisers in developing strategies for new and existing clients.
- Preparing high quality, tailored, accurate and compliant Statements of Advice.
- Undertaking complex modelling with XTOOLS+.
- Assisting advisers with insurance quantification, product research, investment recommendations (alongside the Portfolio Management Team) and obtaining required information necessary for the preparation of SoAs.
Primary Requirements:
- Bachelor’s degree.
- Completed or working towards GradDipFP qualification.
- Experience with Xplan and XTOOLS+ essential.
- Highly organised, with excellent attention to detail.
For more information or even a confidential discussion please contact Jason -
[email protected]
📌 Paraplanner (Sydney)
🏢 The Andersen Partnership
📍 Sydney