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Join a well established local financial planning firm who are seeking an energetic, service-oriented individual to work with a friendly and professional team of advisers. This position will give you the opportunity to develop your own career within a centralised team environment. Working with the Senior Paraplanner and closely with the Financial Advisors, the successful applicant will possess excellent organisational and administration skills.
Reporting to the Senior Paraplanner you will be assisting in preparing Statements of Advice for the advisers clients as well as following up missing information. You will need to demonstrate previous experience in an administrative role within a financial planning environment as well as being RG146 compliant. The successful applicant will be ideally be working towards their Diploma of Financial Planning. Previous experience dealing with investment strategies, tax planning, gearing, SMSF, insurance and retirement planning is advantageous.
To be successful in this role you will need:
- RG146 compliant
- Working towards a Diploma in Financial Planning
- Excellent written and verbal communication skills
- Previous experience in Xplan/Coin advantageous
- Strong attention to detail
- High level of time management and organisation skills
- Intermediate Computer Skills
You will be rewarded with a competitive salary in a flexible and supportive working environment with career progression on offer. This is a great role for someone who is self driven, motivated, and keen to build a career within the industry. The remuneration package is negotiable depending on your skill set and previous work experience.
Interested applicants please click apply below.
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