12 Feb 2018

Full-Time Paraplanner | Wealth Management | Hamilton

Eight Recruitment – Newcastle, New South Wales, Australia

Job Description

Eight Recruitment require a “Paraplanner | Wealth Management | Hamilton” in Newcastle NSW:

Our client is a Newcastle renowned, boutique financial planning practice, who has achieved an industry leadership position through a focus on tailoring ethical solutions to the specific needs of clients. The organisation works closely with these clients and trusted advisers to create comprehensive, coordinated strategies to protect and preserve multi-generational wealth.
Due to the owner’s entrepreneurial spirit, this business is experiencing significant growth and are now looking for a Paraplanner to join their dedicated Financial Planning team.
As a Paraplanner specialist, you will work closely with financial advisors to deliver a wide range of key documentation such as financial plans, advice memorandums, reviews and letters for both new and existing clients. You will also undertake associated financial actions such as lodgements, transfers, redemptions, share trades, switches, rollovers and re-contributions

More about this unique opportunity?

Work with exclusive, high net wealth clients
Be trained and supported and work you way up to Associate FP
Centrally located in Hamilton, near the heart of Beaumont St
Do you have what it takes?
MUST have excellent experience in a similar Paraplanning role
Exceptional communication skills and a client focused approach
‘Can do’ attitude, enthusiasm and a willingness to learn
Strong time management and organisation skills, and the ability to work to deadline

The core responsibilities within this role will be:
Financial modelling
Portfolio maintenance
Maintenance of client portfolios and datafeeds
Development of advice document text
Preparation of advice documents
Preparation of client reviews
Adhering to internal compliance requirements

For more info, contact:
Nadene Barretto | 0432 124418 | nadene@eightrecruitment.com.au

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Job Categories: Financial Planning. Job Types: Full-Time. Occupation: Managers and Professionals.

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