Paraplanner - REF 10681/SC

Paraplanner

• Cairns professional services firm
• Values driven organisation
• Dynamic firm culture

About our Client

Our client is part of a worldwide network of public accounting firms. They offer a wide range of accounting and business advisory services to clients ranging from large corporates, to small and medium growth-focused organisations - representing a broad range of industry sectors, as well as government departments and the public sector.

About the Role

You will play an integral part in providing responsible Private Wealth solutions and education to our clients. You will have:

• Diploma of Financial Planning, studying towards or Advanced Diploma of Financial Planning an advantage
• PS146 Compliance
• Minimum 2 years' experience in a Financial Services firm
• The ability to draft coherent, accurate and technically correct Statements of Advice
• The ability to manage client relationships and be the first point of call for queries
• Up to date knowledge of current financial planning issues
• Demonstrated attention to detail and proven organisational skills
• Strong work ethic, be a team player and be able to work to tight deadlines
• Strong interpersonal skills and the ability to interact with a wide range of internal and external stakeholders as required
• Excellent client advisory and communication skills
• Commitment to quality and self improvement.

What's on Offer

On offer are a competitive benefits package, ongoing learning and development opportunities and a healthy work/life balance including access to their energising corporate wellness program.

REF 10681/SC

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