Our client, a leading Wealth Management Firm, is seeking an experienced Senior Paraplanner to join their professional team.

Primarily the Senior Paraplanner will be responsible for providing professional and operational support to Advisers through research, preparation of reports and modelling. You will also be required to manage the paraplanning teams workload and provide training opportunities and support.

Other key responsibilities in this role include:

• Preparation of advice documents
• Manage work flows in the paraplanning team to ensure strategic advise is delivered in a timely fashion
• Manage the preparation of annual strategic reviews
• Research latest trends in financial planning, investment markets, industry and legislative changes

The successful candidate will be PS146 compliant with an extensive understanding of all aspects of the financial planning process. You will also have a strong commitment to performance excellence, strong organisational and time management skills and excellent attention to detail.

For more information on this role, please contact Tania Kennedy on 08 9324 2353 or email tkenn@hays.com.au