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Job Description

Paraplanner

  • 23/06/2022
  • Brisbane
  • Permanent / Full Time
We are currently seeking experienced Paraplanners to join various financial planning firms around Greater Brisbane. Our clients are well established financial planning firms who are experiencing high levels of growth.

The Role
  • Supporting Financial Planners with preparation of client strategies and advice documents including SOA's
  • Manage client relationships 
  • Assist with preparation of client reviews  
  • Complete research on various products across investment, superannuation, and insurance
  • Holistic financial planning approach

About you
The ideal candidate will posses the following skills and attributes:
  • Ideally 2+ years experience as a Paraplanner or similar role
  • Experience with Financial Planning software
  • SMSF experience highly regarded
  • Work well alongside others
  • Excellent written and verbal communication skills 
  • Strong attention to detail 
If this sounds like you please do not hesitate to apply or call Luke Mitchell on 07 3224 9337 or email lmitchell@andersenpartnership.com for a confidential discussion.


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