Paraplanner Paraplanner …

Hays Banking
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
Hays Banking
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
Hays Banking
Work for this fast growing boutique financial advice firm located in North Sydney. Your new company
You will work for a reputable boutique financial advice firm located in North Sydney. They are a growing organisation that look after high net worth clients and aim to offer them tailored financial solutions. This is a self-licenced company that is a made up of a collaborative, supportive team that are looking to add a Paraplanner.

Your new role
Your responsibilities as a Paraplanner would include:
  • Constructing complex SOAs to suit the clients as per the Financial Advisers recommendations
  • Working closely with the Senior Financial Advisers and challenging their recommendations to ensure that they are the most appropriate for the clients
  • Assisting with the financial modelling, product research and investment recommendations
  • Ensuring that all the advice documents are compliant
What you'll need to succeed
  • Previous experience as a Paraplanner
  • Strong technical knowledge of complex strategies
  • A tertiary degree and the ADFP
  • The ability to work accurately and efficiently in a fast-paced team
  • An analytical mindset, good problem-solving skills and strong communication skills
What you'll get in return
This is a great opportunity to work within a reputable holistic financial advice firm. You will work alongside experienced advisers who service high net worth clients and get excellent exposure to complex strategies. This company is dedicated to helping their employees reach their full potential.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

LHS 297508 #2514223
Company Overview

About Hays
Hays is the leading global specialist recruiting group. We are the experts at recruiting qualified, professional and skilled people worldwide, being the market leader in Asia Pacific and the UK and one of the market leaders in Continental Europe and Latin America. We operate across the private and public sectors, dealing in permanent positions, contract roles and temporary assignments.

Hays believes the right job can transform a person's life and the right person can transform a business. They are passionate about connecting candidates with the right job for them.

Hays operates in over 40 locations throughout Australia and New Zealand. They find permanent jobs for over 15,000 people a year and temporary and contract assignments for over 25,000 people a year and at any one time employ over 20,000 temporaries and contractors.

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