Job Information

Our client a firm of FInancial Advisors requires a full time Paraplanner.

The ideal person should be confident, able to work using their own initiative, fully experienced.

They would be required to work closely with the Managing Director, and also to assist one other Financial Advisor.

You should be fully conversant with all aspects of financial planning and if possible completing RMAR returns and PI renewal.

Qualifications: ideally working towards Diploma 4 in Financial Planning but not essential.

may consider part-time.

You will be able to produce suitabilty reports and product research as well as other ad hoc administration tasks.