Senior Financial Paraplanner

Senior Financial Paraplanner

Job Title: Senior Financial Paraplanner
Contract Type: Permanent
Location: Gold Coast
Salary: $70,000k - $75,000k + Super
Start Date: immediately
Reference: 2871077A
Contact Name: Sarah Wagner
Contact Email: sarah.wagner@beaumontpeople.com.au
Job Published: January 11, 2019 14:45

Job Description

  • Based in Coolangatta
  • Permanent, Full time position
  • Finance, Wealth and Industry
  • $70,000k - $75,000k + Super
The Company & Role

As the Senior Paraplanner you will be a high-level strategic thinker, who is able to work autonomously & understand the bigger picture.
This exciting company is based in the beautiful southern coast of the Gold Coast in Coolangatta and is specialized in accounting, wealth management and finance.

Your role will include creating strategies including debt reduction models, wealth creation plans and cash flow models. You will handle the entire paraplanning workflow, deliver quality SOA's and work on SMSF strategies.

Your skills & attributes
  • 3+ years’ experience as a senior paraplanner 
  • Extensive X Plan experience working with Xtools+
  • Knowledge in cash flow modelling, wealth creation, debt reduction strategies
  • Able to work independent, strong time management and prioritization skills.
  • Experience in developing high standard SOAs
  • Problem solving skills, attention to detail, initiative and organisational skills
  • RG146 / DFP required
In return you will be joining a fun, collaborative, energetic team, working closely with the Senior Financial Advisor and playing a crucial role in the ongoing growth on this inspiring business.

To apply

Send through the “Apply now” option or through to sarah.wagner@beaumontpeople.com.au

For any questions you can call Sarah Wagner on 02 9133 9322. 

Applications will be reviewed as they are received, this advertisement will be removed when the position is filled.