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Senior Paraplanner

Strategy development, planning & research Preparation of Statements of Advice Development of SoA templates and standard strategy texts Product Research Experience with management of up to five Paraplanners & coordination of up to ten Client Services Staff Use of Xplan software including IPS, IQM+ and Xtools+ modules

Work Preferences

Desired Salary: 70,000 - 100,000 per year

Availability: 2 Weeks

Desired Job Type: Full Time

Can Travel for Work: Moderately

Highest Education Level: Masters Degree

Current Location: Gold Coast

Relocation: Will Consider Relocation to;

: Melbourne

Residency / Visa: Australian Citizen

Skills Profile

Paraplanner

Technical Skills	Skill	Last Used	Yrs. Exp.
	Microsoft Office Suite (Word, Excel, Powerpoint, Outlook, Publisher etc)	2011	10
	Xplan	2011	4

Employment History

Job Title: Senior Paraplanner

Industry: Financial Services

03/2010 to Current

Senior Paraplanner (authorised representative)

Preparation of Statements of Advice & other advice documents
Development of SoA templates and standard strategy texts
Strategy development, planning & research
Product Research
Management of up to three Paraplanners & some coordination of Client Services Staff
Use of Xplan software including IPS, IQM+ and Xtools+ modules
Client Base: Mainly Pre-retirees and Retirees. Some involvement with wealth accumulators and risk insurance clients.
Self Managed Super Funds.

Job Title: Senior Paraplanner

Industry: Financial Services

05/2008 to 03/2010