This superannuation services organisation supports various industry , corporate and public sector funds with more than 200,000 members and over - $8 billion funds under administration. With the changes afoot in the wealth management and financial planning industry , there is an opportunity for a Paraplanner to join their centralised team. The ideal candidate for the role is RG146 compliant (DFS/DFP 1-4 minimum) - and boasts 2 years or more experience as a Paraplanner producing - SOAs. Working closely with a financial planner - your statements of advice - will - comprise conscientious - recommendations around wealth accumulation , retirement and risk. Some specific skills and traits - that will ensure you are considered for the role include: demonstrable knowledge of Iress products , particularly Visiplan , and good general computer skills high attention to detail and analytical ability strong work ethic genuine passion to pursue a career in financial advice If you have experience as a Paraplanner and are excited about this role , please Apply Now or send your resume directly to scott@bkcon.com.au. We look forward to hearing from you! -

Respected Boutique Firm Join a Great Team Varied Role Boutique CBD firm require an experienced paraplanner to join their paraplanning team. This position will see you responsible for preparing compliant advice documents (SOA, ROA, SOA IBR). You will be involved in developing investment strategies , financial modelling , performance reporting and analysis , compliance and liaising with clients in terms of queries. You will aactively build and maintain relationships with clients & BDMs and be involved in other ad hoc projects , business development , planning share trades and instruction of support staff. This role will suit a high performing Paraplanner with experience preparing compliant advice documents (SOA, ROA, SOA IBR). You will have excellent communication and interpersonal skills coupled with an excellent customer focus and attention to detail. You will also be a positive team player with a 'can do' attitude. If this sounds like you and you are looking for a new challenge with an boutique firm recognised as a leader in providing high quality financial advice , apply now. Send your resume to madeline.smith@hays.com.au or phone Madeline for further information on (02) 8226 9745..

The organisation is backed by a partnership of two banks and enjoys a large share of the market in Sydney. The company has been expanding for the last 10 years and is looking for a paraplanner to join their centralised team. The company focuses on Wealth creation and protection , and retirement planning. They are also partnered with accountants providing strong leads. You will be DFS qualified. The person that would fill this role would have a few years experience in a busy financial planning office as a paraplanner. The ideal person will be process driven , detail - orientated - and looking for good career progression. The office is a warm friendly - environment , with a focus on clients. Most of the - clientele - are "mums and dads". You will have proven experience in writing SOAs within Superannuation , TTR and Risk. . . if you want to work in one of Sydney's best firm this is your chance!. . In the first instance please apply now , or if you would like a confidential chat please call - James on 04 81165690 or - 1800 280 911. Xpert Recruitment assures you a professional environment to discuss your career prospects and future. Any personal detail remains confidential and will not be disclosed to a third party without your consent. .

My client has been growing since its creation over 20 years ago. The company has a strong position in the market place , with many of their - referrals - coming from a building society. . . This role will see you - writing High level SOAs in Superannuation , TTR and Direct investments. As a experienced paraplanner you will also head up the back office team. You will be supported by two very experienced CSOs and have the full support - of a part time Paraplanner. Ideally you will be DFS qualified and working towards - or achieved your - ADFS. The person that would fill this role would have a few years experience in a busy financial planning office supporting multiple Advisors. The ideal person will be process driven , detail - orientated - and looking for good career progression. The office is a warm friendly - environment , with a focus on clients. Most of the - clientele - are "mums and dads". In the first instance please apply now , or if you would like a confidential chat please call - James on - 0481 165 690. Xpert Recruitment assures you a professional environment to discuss your career prospects and future. Any personal detail remains confidential and will not be disclosed to a third party without your consent. .

My client has been growing since its creation over 20 years ago. The company has a strong position in the market place , with many of their - referrals - coming from a building society. . . This role will see you - writing High level SOAs in Superannuation , TTR and Direct investments. As a experienced paraplanner you will also head up the back office team. You will be supported by two very experienced CSOs and have the full support - of a part time Paraplanner. Ideally you will be DFS qualified and working towards - or achieved your - ADFS. The person that would fill this role would have a few years experience in a busy financial planning office supporting multiple Advisors. The ideal person will be process driven , detail - orientated - and looking for good career progression. The office is a warm friendly - environment , with a focus on clients. Most of the - clientele - are "mums and dads". In the first instance please apply now , or if you would like a confidential chat please call - James on - 0481 165 690. Xpert Recruitment assures you a professional environment to discuss your career prospects and future. Any personal detail remains confidential and will not be disclosed to a third party without your consent. .

My client has been growing since its creation over 20 years ago. The company has a strong position in the market place , with many of their - referrals - coming from a building society. . . This role will see you - writing High level SOAs in SMSF, Superannuation , TTR and Direct investments. As a experienced paraplanner you will also head up the back office team. You will be supported by two very experienced CSOs and have the full support - of a part time Paraplanner. Ideally you will be DFS qualified and achieved your - ADFS. The person that would fill this role would have a few years experience in a busy financial planning office supporting multiple Advisors. The ideal person will be process driven , detail - orientated - and looking for good career progression. The office is a warm friendly - environment , with a focus on clients. Most of the - clientele - are "mums and dads". In the first instance please apply now , or if you would like a confidential chat please call - James on 03 9938 7773 - or 0481 165 690. Xpert Recruitment assures you a professional environment to discuss your career prospects and future. Any personal detail remains confidential and will not be disclosed to a third party without your consent. .

My client has been growing since its creation over 20 years ago. The company has a strong position in the market place , with many of their - referrals - coming from a building society. . . This role will see you - writing High level SOAs in SMSF, Superannuation , TTR and Direct investments. As a experienced paraplanner you will also head up the back office team. You will be supported by two very experienced CSOs and have the full support - of a part time Paraplanner. Ideally you will be DFS qualified and working towards - or achieved your - ADFS. The person that would fill this role would have a few years experience in a busy financial planning office supporting multiple Advisors. The ideal person will be process driven , detail - orientated - and looking for good career progression. The office is a warm friendly - environment , with a focus on clients. Most of the - clientele - are "mums and dads". In the first instance please apply now , or if you would like a confidential chat please call - James on 03 9938 7773 - or 0481 165 690. Xpert Recruitment assures you a professional environment to discuss your career prospects and future. Any personal detail remains confidential and will not be disclosed to a third party without your consent. .

Calling all Paraplanners and Customer Servicer Officers in Cairns. Our client is a reputable and well established financial planning practice with a leading client base and healthy profit outlook. They are looking for a new addition to their team , who can bring with them a strong understanding of customer service and a passion for the industry. In your new role , you will create both basic & complex SOAs , putting a focus on client service. You will be exposed to a variety of strategies and a variety of clients , using innovative & up-to-date industry tools. To be successful in this role , you will have significant previous experience generating SOAs , along with a practical knowledge of the financial planning industry. You will have a number of years working as a paraplanner and have the ability to mentor junior staff. You will be client facing and enjoy researching and implementing the best possible strategies for your clients. You will be a team player , have the ability to build relationships and have exceptional attention to detail. Industry qualifications highly regarded. To apply today , follow the links below and a consultant will come back to you with more information.

Permanent , Full-Time Opportunity Adelaide CBD Office Immediate Opportunity

This organisation need no introduction , it has offices across australia and asia pacific. This financial planning powerhouse has grown significantly over the last 4 years and has gone from strength to strength. The role will see you being a senior - paraplanner - within their centralised teams within luxury offices in the CBD. You will be in charge of all high level strategies and tasked with the challenge of mentoring more junior members of staff. The person required will have strong experience with writing high level strategic SOAs and the ability to mentor younger members of staff within this busy team. You will be a minimum of ADFP qualified and have strong Xplan experience. If you are up for the challenge of working in this strategic team then you will be rewarded with a strong salary package and be part of a friendly and dedicated team. In the first instance please apply now , or if you would like a confidential chat please call - James on - 0481 165 690. Xpert Recruitment assures you a professional environment to discuss your career prospects and future. Any personal detail remains confidential and will not be disclosed to a third party without your consent.

Give your career a boost by taking advantage of this opportunity to work for a successful and growing Financial Services firm in the Melbourne CBD. . This firm has a focus on accounting and on the financial planning of Self Managed Super Funds for high net worth individuals. Due to the growth of the planning side of the business , they are seeking a motivated Paraplanner to join their team. This newly created role will be imperative to the success of the organization. . You will be the specialist administrative support to the financial planner by producing plans , following up documentation , applications and liaising with clients. . You will thrive in a busy environment , have an eye for detail and will be happy to work autonomously. You will be solutions focused , demonstrate excellent time management skills , and have the ability to think outside the box. . Specifically , you will have:. Previous experience in a Paraplanning position Experience using XPlan In return , you will be given the opportunity to grow your career in Finance with the support of an experienced and energetic team behind you. . If you have previous experience in a similar role and relevant qualifications , we would like to hear from you. . ]]>

- My client is a - boutique - Finanical Planning - organisation , who have a strong - referral - network set up with accountants. They pride themselves on their client relationships and the strong - referrals - that they - receive - from their current clients. The plush offices are based on a central bus route and is easily - accessible - by car. The organisation - specialises - in retirement , wealth creation and insurance. They are looking for a paraplanner who is experienced with either Advisor NETGain or Xplan. You would be self - sufficient - at - writing - SOAs in TTR, Risk , Super and Centrelink. The right person would have a bubbly personality as the business like everyone to be involved with client interaction. For your skills you will be rewarded with a busy and interesting role , in a thriving and modern office. This position is - available - right now , interviews will be happening as soon as I find a suitable person. In the first instance please apply now , or if you would like a confidential chat please call - Mark 07 3170 3981. Xpert Recruitment assures you a professional environment to discuss your career prospects and future. Any personal detail remains confidential and will not be disclosed to a third party without your consent.

This organisation based within the beating heart of the CBD has over 25 years of financial planning experience. The organisation is a HNW and UHNW - specialist - organisation producing high level strategic advice. Within these luxury offices you will be working closely with four multi-award winning CFP advisers producing high level SOAs. The role will see you provide high level strategic SOAs which will require you to problem solve and think outside the box. You will be asked to challenge the theory of the financial planners and push them on skill and technical ability. As a paraplanner in this organisation you will be looked at high Quality SOAs with a detailed and strategic - approach. The person required will have strong experience with writing high level strategic SOAs and the ability to work closely alongside financial advisers in a busy financial planning office. You will be a minimum of ADFP qualified and have strong COIN experience. If you are up for the challenge of working in this strategic team then you will be rewarded with a strong salary package and be part of a friendly and dedicated team.

The organisation established in 2003 - is going from strength to strength , and has been consistently growing over the past decade. They offer their clients holistic advice with a focus on wealth creation. You will be ADFS qualified and . The person that would fill this role would have a few years in a busy financial planning office. The organisation is seeking someone who is friendly , intelligent and focused. You will be heading up - a team of - Admin and paraplanners providing high level support to the financial advisers as well as setting the example to the more junior staff. The ability to write complex comprehensive SOAs will see you succeed in this role. The financial planners will often provide complex advice , so the paraplanning team needs to be comfortable with writing the appropriate SOAs.. . This role will suit a experienced Paraplanner who is looking to progress there career and develop in a growing organisation - In the first instance please apply now , or if you would like a confidential chat please call - James on 04 811 656 90. Xpert Recruitment assures you a professional environment to discuss your career prospects and future. Any personal detail remains confidential and will not be disclosed to a third party without your consent. .

This well established and successful financial planning firm is seeking an experienced paraplanner for their growing business. Working in a professional team , the primary objective of this role is to support financial planners with appropriate financial planning administration duties. With great incentives in place and a supportive manager , you will become one of the best in the business.. Key responsibilities* Research clients and map their needs* Liaise with planners on strategies for clients* Provide statements of advice and financial plans* Communicate relevant information and reports in a timely and accurate manner* Work towards performance targets* Participate in training and skills development programs* Assist other team members as required. Key requirements* 12- 18 months experience in a similar role* Experience with Xplan software is advantageous * Diploma of financial services or RG146 financial planning qualification* Strong communication skills , both written and verbal* Proven attention to detail and time management skills. This role will expose you to the future of financial advice. It is time come on board with a innovate organisation who are experiencing significant areas of growth. Interested applicants should contact Stuart Dixon on (07) 3032 2221 in the Robert Walters Brisbane Office or apply below. .

- My client has been growing since its creation over 20 years ago. The company has a strong position in the market place , with many of their - referrals - coming from a very large - existing - base of clients. The position has become - available - since hiring new Financial Planners. They are looking for a paraplanner on a contract to help with the over flow of work coming from the - advisor's. The position is - flexible - with location and days , there are several offices based in Brisbane , Gold Coast and Sunshine Coast to work from. Ideally you will be DFS qualified. The person that would fill this role would have at least 12 months experience in a busy financial planning office. The ideal person will be process driven , detail - orientated - and looking for good career progression. The office is a warm friendly - environment , with a focus on clients. The advice is - holistic - in nature and a wide variety of - strategies - are used. In the first instance please apply now , or if you would like a confidential chat please call Mark on 07 3170 3981. Xpert Recruitment assures you a professional environment to discuss your career prospects and future. Any personal detail remains confidential and will not be disclosed to a third party without your consent.

This organisation based within the beating heart of the North Sydney CBD has over 25 years of financial planning experience. The organisation is a HNW and UHNW - specialist - organisation producing high level strategic advice. Within these luxury offices you will be working closely with four multi-award winning CFP advisers producing high level SOAs. The role will see you provide high level strategic SOAs which will require you to problem solve and think outside the box. You will be asked to challenge the theory of the financial planners and push them on skill and technical ability. As a paraplanner in this organisation you will be looked at high Quality SOAs with a detailed and strategic - approach. The person required will have strong experience with writing high level strategic SOAs and the ability to work closely alongside financial advisers in a busy financial planning office. You will be a minimum of ADFP qualified and have strong Xplan experience. If you are up for the challenge of working in this strategic team then you will be rewarded with a strong salary package and be part of a friendly and dedicated team. In the first instance please apply now , or if you would like a confidential chat please call - James on - 0481 165 690. Xpert Recruitment assures you a professional environment to discuss your career prospects and future. Any personal detail remains confidential and will not be disclosed to a third party without your consent.

Highly reputable brand Small team environment North Sydney location A highly reputable boutique Financial Services firm has recently experienced some internal moves and as a result there is a vacancy for a highly experienced Paraplanner to join their Sydney based team. In this role you will be responsible for creating complex and comprehensive SOA's. You will be required to maintain a high level of regulatory compliance with all SOA's , whilst ensuring quality and precision are executed. You will be required to work in a small team environment and hit the ground running with a proven background in creating a wide range of strategies. In order to be successful for this role you will have previous experience in a Paraplanning role , with a demonstrated self-sufficient attitude and a willingness to go above and beyond. Along with this , you will have completed your Diploma in Financial Planning at minimum and demonstrate the ability to develop a range of plans , with a proven background in working on holistic strategies. You will be driven and enjoy working to deadlines in a small team environment. In return this role will offer you the opportunity to work within an organisation that offers long term stability and career progression for high performers. If you have the experience required please apply by clicking the APPLY button , or for further information please email madeline.smith@hays.com.au or phone Madeline for further information on (02) 82269745..

CBD Office HNW Strategies Excellent Career Opportunity An Internationally recognised Wealth Management practice seeks an experienced Paraplanner for their Perth office. You will join a team of Paraplanners looking after a number of high-performance Advisors. The company provides full Brokerage and Wealth Management services to its individual clients. The Role You will work in conjunction with the Financial Planners to formulate strategies for HNW clients of both the Financial Planner and Stockbrokers. You will prepare supporting documentation (So As , Ro As) to a high standard. Due to the complexity of the role you will have previous experience working with HNW clients. You will also be required to liaise with third parties such as insurers and fund managers to ensure plans are implemented correctly. The Person Previous Paraplanning experience essential Experience working on HNW Strategies Strong Technical and Product Knowledge Competent with Financial Planning software DFP preferred Ability to work as part of a team Strong numerical and literacy skills Can do attitude Apply via the link below or for a confidential discussion contact Enda Burns at (08) 6466 3800.For other opportunities in Financial Planning , Paraplanning , Vetting & Compliance please visit our website at www.qpl.com.au

CBD Office HNW Strategies Excellent Career Opportunity An Internationally recognised Wealth Management practice seeks an experienced Paraplanner for their Perth office. You will join a team of Paraplanners looking after a number of high-performance Advisors. The company provides full Brokerage and Wealth Management services to its individual clients. The Role You will work in conjunction with the Financial Planners to formulate strategies for HNW clients of both the Financial Planner and Stockbrokers. You will prepare supporting documentation (So As , Ro As) to a high standard. Due to the complexity of the role you will have previous experience working with HNW clients. You will also be required to liaise with third parties such as insurers and fund managers to ensure plans are implemented correctly. The Person Previous Paraplanning experience essential Experience working on HNW Strategies Strong Technical and Product Knowledge Competent with Financial Planning software DFP preferred Ability to work as part of a team Strong numerical and literacy skills Can do attitude Apply via the link below or for a confidential discussion contact Enda Burns at (08) 6466 3800.For other opportunities in Financial Planning , Paraplanning , Vetting & Compliance please visit our website at www.qpl.com.au

Excellent Career Opportunity Gain Knowledge from 20+ Years of experience Competitive salary and bonus package An excellent opportunity to join a well-established Financial Planning Firm in Newcastle. You will be responsible developing new business and continue the highest level of service to our existing clients and strengthen the relationship and loyalty that currently exists. Your main responsibilities will involve the following (but not limited to) Providing technical and compliance support to advisers and peers Working directly with our Financial Planners Prospect for , and introduce new clients to the company Ongoing care of existing clients , including high level of client contact via phone , email & face to face. To be considered for this role you must demonstrate the following 2 years + Paraplanning experience Exceptional communication skill Moderate to high level of computer literacy Advanced Diploma of Financial Planning Ability to work independently while still being able to be a team player For this exciting opportunity to join , a growing experienced accounting group in Australia. If you have the skills and experience to match these requirements we want to hear from you immediately! Please forward your application or call quoting reference number JS0285.

Excellent Career Opportunity Gain Knowledge from 20+ Years of experience Competitive salary and bonus package An excellent opportunity to join a well-established Financial Planning Firm in Newcastle. You will be responsible developing new business and continue the highest level of service to our existing clients and strengthen the relationship and loyalty that currently exists. Your main responsibilities will involve the following (but not limited to) Providing technical and compliance support to advisers and peers Working directly with our Financial Planners Prospect for , and introduce new clients to the company Ongoing care of existing clients , including high level of client contact via phone , email & face to face. To be considered for this role you must demonstrate the following 2 years + Paraplanning experience Exceptional communication skill Moderate to high level of computer literacy Advanced Diploma of Financial Planning Ability to work independently while still being able to be a team player For this exciting opportunity to join , a growing experienced accounting group in Australia. If you have the skills and experience to match these requirements we want to hear from you immediately! Please forward your application or call quoting reference number JS0285.

Excellent Career Opportunity Gain Knowledge from 20+ Years of experience Competitive salary and bonus package An excellent opportunity to join a well-established Financial Planning Firm in Newcastle. You will be responsible developing new business and continue the highest level of service to our existing clients and strengthen the relationship and loyalty that currently exists. Your main responsibilities will involve the following (but not limited to) Providing technical and compliance support to advisers and peers Working directly with our Financial Planners Prospect for , and introduce new clients to the company Ongoing care of existing clients , including high level of client contact via phone , email & face to face. To be considered for this role you must demonstrate the following 2 years + Paraplanning experience Exceptional communication skill Moderate to high level of computer literacy Advanced Diploma of Financial Planning Ability to work independently while still being able to be a team player For this exciting opportunity to join , a growing experienced accounting group in Australia. If you have the skills and experience to match these requirements we want to hear from you immediately! Please forward your application or call quoting reference number JS0285.

- Work in teams of 2 - Senior Adviser and Associate Adviser - Only high net-worth clients - Client-meetings from week 1… More details