Para-planner - CPR Miranda
AMP Limited
Sydney, New South Wales, Australia
1d ago
source : JobLeads

Back Starting in financial planning Horizons

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  • Outstanding opportunity for a Para-planning Superstar
  • Perfect role for the para-planner wanting more involvement
  • Convenient Sutherland Shire location - escape the daily CBD commute
  • We are seeking an experienced financial planning assistant to join our professional, holistic financial advice practice based on Sydney's south side.

    The right person will OWN the role, enjoy working closely with Advisers on strategy formulation and execution, and doesn't look to cut corners on their work output.

    This role would see you become an integral part of the client Advice process here, you’re not just a small cog in the wheel!

    You're an XPlan guru, and understands the process around fact finds, SOA and ROA prep, and can handle implementation with your eyes closed.

    If you know what the following terms mean : Wealth Solver, Risk Researcher, IPS and XTOOLS....PLEASE APPLY!

    This is the opportunity to work closer to home and ditch the commute to the city. Enjoy work-life balance again, and be paid well for it.

    Grow your technical skills and expertise in the Advice space by taking on more complex strategies. Work closely with the Advisers to develop strategies - experienced the end to end Advice process, rather than just being a small cog in a big wheel.

    Skills & Experience Required :

  • Well versed across mainstream Advice strategies (Risk, Superannuation, and Investments)
  • Diploma in Financial Planning
  • Proficient in XPLAN and coming with minimum 12 months para planning experience
  • Can do Attitude, desire to be challenged, and ready to provide input
  • Interested? Please apply below or contact Abdul on abdul s khan

    Would you like to express your interest?

    Submit your CV to join our talent pool and we will keep you in mind for future vacancies.

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