• Boutique agency with exceptional reputation
• Career development (if you want it) into planner
• Very pleasant working environment

With an excellent reputation for doing the right thing for their clients and their staff, a Perth based boutique Financial Planner wants your paraplanning and client services experience. You will progress from paraplanner / client services to associate planner to financial planner.

You will support 3 planners with their SOAs and ROAs, attend client meetings and perform Client Services activities. You should have some experience as a paraplanner and be fairly strong in XPLAN.

You will be mentored and nurtured in your progression to a fully fledged financial planner. As time goes by you will become a highly skilled and respected financial planner. This is a long term opportunity to achieve your goal of becoming a financial planner.

Working in a CBD location at the heart of St Georges Terrace you will find yourself working for a highly respected and principled financial planner. Their reputation with their clients and staff is second to none; you will not be asked to compromise your morals or ethics.

While skills and experience are important there is far greater emphasis on your personality, ethics and team fit. You should expect to work in a supportive, nurturing and respectful environment where honesty and integrity is the norm.

You will be considered if you have

• At least 12 months of paraplanning or client services experience
• At least 6 months of XPLAN experience
• A warm personality with a strong belief in social inclusion and team work
• Excellent communication skills
• INTEGRITY

The salary is entirely dependent on experience but can go up to $60K.

You must be, or want to be, a paraplanner with client services experience. Click Apply now. Or call Darryl Hunt on 0864663800