Paraplanner Paraplanner …

Hays Banking
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
Hays Banking
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
Hays Banking
See job description for details
Are you an experienced Paraplanner looking to work in an established boutique in Sydney CBD? Apply now! Your new company
Join an established company that is dedicated to helping their clients make financial decisions that allow them to reach their goals and objectives. They aim to make this a smooth, hassle-free process for their clients and as a result have built long standing, strong client relationships. They are looking for a Paraplanner to join their team.

Your new role
Your responsibilities as a Paraplanner will include:
  • Providing technical support to the Advisers
  • Constructing and implementing complex SOA's across a range of topics including SMSF, Trusts and Insurance
  • Assisting with the maintenance of compliance standards for advice documents
  • Carrying out research of technical strategies and analysis
What you'll need to succeed
  • Diploma of Financial Planning
  • Previous experience in Paraplanning across complex advice is preferable
  • Strong knowledge of Xplan
  • The ability to work in a team as well as individually and deliver exceptional client service
  • Attention to detail and good verbal and written communication skills are essential
What you'll get in return
This is a great opportunity to be part of an experienced team servicing high net wealth clients. There is training and career progression for the successful candidate. This role is in Sydney CBD with a great office culture and work environment.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or contact Annabel Bassil on If this job isn't quite right for you but you are looking for a new position, please contact me for a confidential discussion on your career on 02 9249 2231

LHS 297508 #2559962
Company Overview

About Hays
Hays is the leading global specialist recruiting group. We are the experts at recruiting qualified, professional and skilled people worldwide, being the market leader in Asia Pacific and the UK and one of the market leaders in Continental Europe and Latin America. We operate across the private and public sectors, dealing in permanent positions, contract roles and temporary assignments.

Hays believes the right job can transform a person's life and the right person can transform a business. They are passionate about connecting candidates with the right job for them.

Hays operates in over 40 locations throughout Australia and New Zealand. They find permanent jobs for over 15,000 people a year and temporary and contract assignments for over 25,000 people a year and at any one time employ over 20,000 temporaries and contractors.

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