Job Description

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Paraplanner | QLD Based

Advertiser: Ulton3.3333 out of 53.3 overall rating (6 employee reviews) More jobs from this company

Job Information

Job Listing Date
15 Jun 2020
Location
Brisbane, CBD & Inner Suburbs
Work Type
Full Time
Classification
Banking & Financial Services, Financial Planning

 
Paraplanner | QLD Based
 

Ulton has an opportunity for a Paraplanner to join its highly respected and award-winning Wealth Management team. We're a values-based firm that builds long-term relationships with our clients and communities. The mission of our Wealth Management team – and this role - is to provide high level strategic advice and service to clients who want our advice to improve their lives and help them to obtain their goals.

As Paraplanner, you will be responsible for providing full support to our Advisers and for overseeing the paraplanning operations. You will be competent with financial advice strategies and industry regulations. Along with being provided ongoing professional development, you will have the opportunity to work alongside a team of people who are the best in their field.

You will be supported by an excellent Wealth Management team based in Bundaberg. There are opportunities for this role to be positioned from our offices in Bundaberg, Fraser Coast and Brisbane, depending on the successful candidate's residential arrangements. Permanent 'Working From Home' arrangements are not available for this role.

SKILL SET REQUIRED FOR THE ROLE:

  • Minimum of 3 years paraplanning experience working for a business that provides holistic advice
  • Undergraduate or postgraduate qualification (or undertaking such study) and/or DFP or ADFP
  • Xplan experience (desirable)
  • In-depth understanding of tax structures and ability to deal with high net worth clients
  • High level of technical knowledge in order to provide comprehensive paraplanning advice
  • Excellent communication skills
  • Motivated and enthusiastic persona
  • Professional attitude and presentation

You will be aligned with our values if you put clients first, have innovative thinking, pride in your work and strive for excellence.  Our team want to be fulfilled in their careers, happy in their role and are well rewarded for the delivery of work of a high standard. If you want to be at the forefront of the industry, and continue to be challenged in what you do, then Ulton is the place for you.

ABOUT ULTON:

Established in 1926, Ulton is a firm as rich in tradition, heritage and history as it is dynamic and progressive. In our 90+ years of operation, we have built a resilient, stable and secure business such that we're now one of Queensland's largest and most dynamic business advisory, chartered accounting and wealth management practices. From offices in Brisbane, Bundaberg, Fraser Coast and Gladstone, our 80+ strong team of professionals delivers the full suite of advisory services sought after by small to medium-size businesses and high net-worth individuals. For more about Ulton, our Wealth Management team and our culture, visit www.ulton.net

INTERESTED?  Please submit your cover letter and CV via the APPLY NOW button. For further information about this role, please contact Ammie Cauchi on 07 4154 0450.

 


Ulton has an opportunity for a Paraplanner to join its highly respected and award-winning Wealth Management team. We're a values-based firm that builds long-term relationships with our clients and communities. The mission of our Wealth Management team – and this role - is to provide high level strategic advice and service to clients who want our advice to improve their lives and help them to obtain their goals.

As Paraplanner, you will be responsible for providing full support to our Advisers and for overseeing the paraplanning operations. You will be competent with financial advice strategies and industry regulations. Along with being provided ongoing professional development, you will have the opportunity to work alongside a team of people who are the best in their field.

You will be supported by an excellent Wealth Management team based in Bundaberg. There are opportunities for this role to be positioned from our offices in Bundaberg, Fraser Coast and Brisbane, depending on the successful candidate's residential arrangements. Permanent 'Working From Home' arrangements are not available for this role.

SKILL SET REQUIRED FOR THE ROLE:

  • Minimum of 3 years paraplanning experience working for a business that provides holistic advice
  • Undergraduate or postgraduate qualification (or undertaking such study) and/or DFP or ADFP
  • Xplan experience (desirable)
  • In-depth understanding of tax structures and ability to deal with high net worth clients
  • High level of technical knowledge in order to provide comprehensive paraplanning advice
  • Excellent communication skills
  • Motivated and enthusiastic persona
  • Professional attitude and presentation

You will be aligned with our values if you put clients first, have innovative thinking, pride in your work and strive for excellence.  Our team want to be fulfilled in their careers, happy in their role and are well rewarded for the delivery of work of a high standard. If you want to be at the forefront of the industry, and continue to be challenged in what you do, then Ulton is the place for you.

ABOUT ULTON:

Established in 1926, Ulton is a firm as rich in tradition, heritage and history as it is dynamic and progressive. In our 90+ years of operation, we have built a resilient, stable and secure business such that we're now one of Queensland's largest and most dynamic business advisory, chartered accounting and wealth management practices. From offices in Brisbane, Bundaberg, Fraser Coast and Gladstone, our 80+ strong team of professionals delivers the full suite of advisory services sought after by small to medium-size businesses and high net-worth individuals. For more about Ulton, our Wealth Management team and our culture, visit www.ulton.net

INTERESTED?  Please submit your cover letter and CV via the APPLY NOW button. For further information about this role, please contact Ammie Cauchi on 07 4154 0450.

The application form will include these questions:
  • Which of the following statements best describes your right to work in Australia?
  • How many years' experience do you have as a paraplanner?
  • Have you completed a qualification in financial planning?

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