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
See job description for details
Join a fast growing financial advice business with good career progression opportunities! Your new company
Join a team of experienced wealth professionals and be part of an esteemed organisation that service high net worth clients. Due to the business going through a period of growth, they are looking to expand their Paraplanning team.

Your new role
  • Preparing and constructing SOAs and ROAs for both new and existing clients
  • Working closely with the Principal Advisers and liaising with clients to help build relationships
  • Working closely with the Administration team to ensure that advice documents are prepared correctly and accurately for implementation
  • Ensuring that the compliance standards are met
What you'll need to succeed
  • Previous experience as a Paraplanner with knowledge of superannuation/retirement strategies is advantageous
  • A strong understanding of compliance standards
  • A relevant degree and knowledge of Xplan
  • The ability to be a good team player, excellent communication skills and an interest in progressing your career within Financial Planning
What you'll get in return
This is an amazing opportunity to join a reputable advice firm that is rapidly growing. There is the possibility for career progression into a Professional Year with the chance to be an Adviser in the future.

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 contact Annabel Bassil on If this job isn't quite right for you but you are looking for a new position, please contact me for a confidential discussion on your career on 02 9249 2231

LHS 297508 #2576976
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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