Brisbane, All Brisbane, Full Time
13 May, 2016
AMAZING OPPORTUNITY: Are you a motivated individual who can ?hit the ground running? and immediately assist with SoA writing? As a Paraplanner you will be responsible for delivering compliant high quality advice documents across the advice business.
Previous experience as a Paraplanner 1-2 years preferred.
Previous experience in a centralised unit is an advantage.
COIN/XPLAN software experience is an advantage.
Completion of ADFS and/or tertiary qualification in a related discipline essential.
Assist in the development of simple and comprehensive strategies.
Knowledge of various tax structures & preparation of SoA?s.
OTHER AREAS OF EXPERTISE INCLUDE:
Ability to identify and document a range of strategies in a compliant, personalised and tailored format.
Providing added value to end client by assisting the Planner in the formulation of appropriate strategies for the client from information and instructions provided
Job Category: Banking & Finance