Harris Practice Consulting

Para Planner

Para Planner - $70,000 - $75,000

  • Chartered Accounting Practice
  • Successful client base of tax and SMSF clients
  • Centrally located

Providing financial services within a chartered accounting practice to a loyal group of successful clients moves Para-planning to a new level.

This innovative and centrally located chartered accounting practice has an enviable portfolio of tax and SMSF clients.

The practice has a successful history of providing not only tax compliance services but financial advice which is attuned to the overall direction and aspirations of their well-established clients.

The four Partners and twenty staff have backgrounds within large, international professional services firms. These backgrounds have led to the attraction of clients who are successful, financially robust and who appreciate and value bespoke financial advice which is aligned and supportive of their financial foundations and forward business and personal plans.

The consistent growth of financial services within the practice has led to the need for an experienced Paraplanner to assist the dedicated financial advisory Partner and support team.

The position requires a corporately presented Paraplanner who is familiar with the compliance and disclosure requirements of financial services and who can assist in the preparation of Statements of Advice, the implementation of financial strategies and the relationship and communication with financial services institutions.

You will have a good understanding of the workings and dynamics of the investment markets and be comfortable attending client meetings with the Chartered Partners. A background in the area of SMSF will also be favourably viewed for this role.

Should you be looking to take control of career in a professional chartered accounting practice which services financially successful clients and has a track record of developing.

To inquire about current vacancies in the market, salary benchmarks or our recruitment and consulting services please email Geoffrey Harris or call or text on 0408 905 057.