Trainee Paraplanner

Based in Newcastle NSW, Hunter Financial Planning is a highly regarded, diverse financial planning firm. Offering both Financial Planning and Mortgage services.

Your duties will be varied across a range of office activities. This role is an opportunity that provides insight, learning and firsthand experience into the operations of a successful financial planning firm. To effectively support our professional Advisers and clients, your attention to detail, can do attitude and thirst for learning will be appreciated.

If you offer the following, this role may be for you:

Excellent communication skills, with a great phone manner!

A high level of initiative with ability to prioritise and multi-task

A high level of competency in Word, Excel and Outlook

The ability to work autonomously

Desire to commence or continue your studies in the Financial Planning Industry

Sharing in the following core team values is essential:

Open and Honest Communication

Empowering our Team

Initiative, Motivation & Passion