Senior / Paraplanner

Other Permanent/ Full time

Carly has over 10 years' experience as a development underwriter within a locally based global insurance company. She has always enjoyed being part of the insurance industry and has broad knowledge of the Australian market.Carly understands the importance of matching Clients with the right Candidates. She has an approachable nature and looks to build rapport and trust with Candidates and Clients in the recruitment process.Carly holds a Diploma in General Insurance (ANZIIF).

Recruiter :
Carly Van Gramberg

Carly Van Gramberg
  • Great team culture and work environment
  • Attractive salary package $$$
  • Strong Paraplanning experience required
  • Great team culture| WFH flexibility
  • Attractive salary package 
  • Strong Paraplanning experience required
Our client is a well-established Financial Planning and Chartered Accounting firm who pride themselves on long standing client relationships and an excellent market reputation. A role has become available for a Paraplanner or Senior Paraplanner to join the firm, and support the Principal and Financial Planning team. 

This presents a great opportunity for those seeking to build on their technical knowledge as this person will be well supported by the team. Our client can accomodate a 'career' Senior Paraplanner or those seeking a to develop a as an Adviser, in the future. 
You'll be a key point of contact for Clients and involved in some review meetings. Plan strategies may include; Investment Planning, Transition to Retirement, Tax, Insurance and SMSF. 

The successful candidate will ideally have: 
  • At least 2 years' + experience in a Paraplanning role within a Financial Planning firm
  • Experience writing multi-strategy SOA's
  • Knowledge of SMSF, Superannuation, Investments and Insurance products.
  • Excellent written and verbal communication 
  • Strong time management skills
  • RG146 Accredited, and ideally progress in the DFP.  
  • Ideally experience in Xplan.   
 Don't miss out on this opportunity to join a fun and dynamic team!

For more information contact Carly Van Gramberg on 0468 819 812, click Apply now or email your resume to [email protected]

Referral reward: $500

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