Wanted: Paraplanner / Financial Planner, Charlestown Area

• Succession Equity Opportunity to Progress to FP within 3 yrs!
• Technical, Experienced & Professional Paraplanner Reqd.
• Established & Successful Practice...

RARE & FINANCIALLY REWARDING OPPORTUNITY for a Paraplanner / Financial Planner to join a Practice with Succession and Equity in mind!...

Our client provides Financial Planning advice to both individuals and businesses covering superannuation, risk, retirement planning, wealth creation and tax advice.  They look at their clients’ current and future needs, providing them with short and long-term strategic planning, regularly reviewing their situations to take into account changed circumstances and needs.

An opportunity has now arisen where one of their Advisers intends retiring in 3 years time.  In order to plan for this event well ahead of time they now seek a mature-minded, experienced, technical and capable individual to commence in a Paraplanner capacity with the intention of progressing to fill the shoes of this Adviser! 

Professional qualifications in Financial Planning, Accounting, and/or Taxation and relevant experience are essential.  Thus RG146/DFS/ADFS/CFP/CA/CPA qualifications are sought.  Some exposure to SMSF would also be well regarded.  If you are in the position of having your own clients and/or referral sources so much to your advantage with faster progression on offer.

If you feel you have the capacity, drive, experience and qualifications to take on this opportunity, please send your details to Trevor Punnett, eJobs Financial Planning, by clicking on the ‘Apply’ link.  For more information and a confidential chat please call directly 02 9221 6221.

On offer to the successful Candidate is a negotiated salary package commensurate with experience, qualifications and capacity to do this Paraplanning role and to progress as a Financial Planner in the business, with equity.