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Your search resulted in: 11 position(s)

Paraplanner
Porterallen

Brisbane, CBD & Inner Suburbs, Full Time 24 May, 2016


Great opportunity to join our award-winning financial planning practice as a Paraplanner & be part of a dedicated paraplanning team.

Job Category: Banking & Finance

Senior Financial Planner - Remediation - Brisbane CBD
Porterallen

Brisbane, CBD & Inner Suburbs, Full Time 23 May, 2016


This is a great opportunity for a Senior Planner who is looking for a change and want to use their existing skills & knowledge to work with clients.

Job Category: Banking & Finance

Financial Planner
Porterallen

Brisbane, CBD & Inner Suburbs, Full Time 16 May, 2016


Major financial planning business requires a talented financial planner to provide holistic advice to existing affluent and HNW customers.

Job Category: Banking & Finance

Paraplanner
Workpac Pty. Ltd.

Brisbane, All Brisbane, Full Time 13 May, 2016


PARAPLANNER 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. MINIMUM REQUIREMENTS: 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. RG146 essential. 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

Business Risk Adviser
Porterallen

Brisbane, CBD & Inner Suburbs, Full Time 12 May, 2016


Exciting newly available Commercial / Risk adviser role backed by a strong incentive package located in the Brisbane CBD.

Job Category: Banking & Finance

Paraplanner
Porterallen

Brisbane, CBD & Inner Suburbs, Full Time 11 May, 2016


A fast growing boutique Financial Planning practice is looking for a Paraplanner to join their friendly team based in Nundah

Job Category: Banking & Finance

Paraplanner
Porterallen

Brisbane, CBD & Inner Suburbs, Full Time 11 May, 2016


A fast growing boutique Financial Planning practice is looking for a Paraplanner to join their friendly team based in Nundah

Job Category: Banking & Finance

Paraplanner - HNW Clients
Bentley Recruitment

, , Full Time 11 May, 2016


Produce detailed SOA - Be involved in appropriate research for HWN strategies - Salary is open as we need the right candidate $70k to $95k + BONUSES

Job Category: Banking & Finance

Financial Services Support / CSO
Bentley Recruitment

, , Full Time 11 May, 2016


Work ethic and a positive can do attitude is key - Flexibility is also crucial as the role will evolve over the year

Job Category: Banking & Finance

Paraplanner
Porterallen

Brisbane, CBD & Inner Suburbs, Full Time 10 May, 2016


A thriving boutique financial services company established in 1995 based in Brisbane CBD is looking for a motivated and experienced Paraplanner

Job Category: Banking & Finance

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