Financial Professionals and Investment Professionals are a privately owned financial planning group, offering a fully integrated and holistic approach to reaching financial goals. We are committed to providing the highest standards of advice and professionalism.
Current Vacancies – General
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Paraplanner -
A Tremendous Career Opportunity to develop your skills and career path further.
Are you a talented Paraplanner looking for an opportunity to shine?
Do you want to be mentored into a Financial Planning role over time?
If so we have the position for you
FINANCIAL PROFESSIONALS require an experienced Paraplanner who places emphasis on quality and exceptional client service to join our team. We would like the successful person to have strong Paraplanning skills and good understanding of how a Financial Planning Office works and who would love to be part of a successful and happy team.
Skills Required
At least 3 years experience as a Paraplanner
Produce high quality SOAs within set time frames and in line with agreed standards
Develop strategies in Wealth Accumulation, Transition to Retirement and post Retirement
High level of technical advice
SMSF experience preferred
Experience in XPlan would be a benefit
PS146 compliant
Experience in Retirment Planning, Superannuation, Allocated Pension, Taxation, Estate Planning, Finance and Insurance is required as well as the skills to work closely with consultants in the preparation of clients
Excellent computer skills including; Microsoft Word, Excel, Outlook
Good and accurate letter writing
Strong typing skills
Strong communication skills
An eye for detail and a team player
If you have more than these skills please still apply
Senior Financial Planning Consultant
FINANCIAL PROFESSIONALS require a qualified and successful Financial Planner who can demonstrate a solid track record in providing integrated advice in the areas of Investment, Superannuation, Retirement Planning, Insurance and Estate Planning. The individual will have a strong client and business development focus with a friendly and confident manner. We need a person who is not scared to make things happen.
A person who already has a strong client base and good local contacts will be well regarded as someone who can prove they already have runs on the board.
We are profitable and successful but have so much more to achieve. We have exciting plans and if you are good enough you can be part of them.
So if you want to be a valued member of an already dynamic team then please send your cover letter and resume to robyn@finprof.com.au
Please note: only successful applicants will be contacted.
Conditions of employment are offered under an Australian Workplace Agreement (AWA)
Financial Professionals is an equal opportunity employer.
We are always interested in talking to potential candidates who posses drive, ambition and the appropriate experience and education. If you would like to work for us, and feel that you have what it takes to succeed, please email a cover note and resume to:
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Human Resources
robyn@finprof.com.au
