Based in Newcastle NSW, Hunter Financial Planning is a highly regarded, diverse financial planning firm. Offering both Financial Planning and Mortgage Services, we have been recognised as one of the top 10% planning firms in Australia and have also been a finalist in the Hunter Business Chamber Awards for Professional Excellence.
You will be accountable for the efficient day to day delivery of our advice activities, while proactively supporting the groups Financial Advisers, clients and our important external service providers.
This role will be primarily paraplanning however it will also include client implementation and administration duties, therefore it is important that you are able to demonstrate:
An extensive knowledge of financial planning activities and requirements through a Diploma of Financial Planning or equivalent qualification
A minimum of 12 months experience in a similar role
Experience with financial planning software (particularly xplan)
In addition to our education and experience requirements, you must also be:
Able to work both autonomously and in a small team
Able to demonstrate maturity, reliability and initiative
Able to demonstrate excellent organisational skills and strong attention to detail
Able to demonstrate exceptional numeracy and communication skills (both verbal and written)
And very importantly, able to demonstrate a can do, client first attitude
Sharing in our core team values is also essential:
Open and Honest Communication.
Empowering our Team.
Initiative, Motivation and Passion.
If you tick these boxes, then we would like to speak with you