Paraplanner

Hello and thank you for looking at our Paraplanning listed Job. We have had many enquiries over the last week however it is an absolute requirement that any applicant has financial planning experience. Please do not apply if you do not meet this condition. We also require applicants to have the qualification listed in the job description. The job is for SOA preparation for clients. We will be sending you a recommendations summary and we will need you to complete the SOA documentation utilising our SOA software Midwinter. It is preferable if you have had experience with Midwinter however not necessary as this is relatively easy to learn. Must have Australian qualifications RG 146 and experience is a bonus. We intend to produce 30 SOA’s per month so this position is full time. Please only qualified apply.