A great opportunity has arisen to be part of a well-established and long-standing Financial Services business. This is a permanent, full-time position located at our Head Office in Busselton.
Do you enjoy working on your own while interacting with a variety of clients Is it important to feel like you are making a difference Then our Associate Planner / Paraplanner position may be the perfect role for you. Using your administration experience, youll provide a complete administration service for the planners within the practice.
Your Skills and Qualifications
This position requires that you possess the following skills:
Previous experience gained within an administration/paraplanning /associate planner role, preferably within the Financial Services Industry
Proficiency with Financial Planning Software (XPlan) preferable, including Wealth Solver and Risk Researcher
Excellent client service skills and emotional intelligence
Excellent communication skills, both written and verbal with strong attention to detail
Ability to work on your own initiative, plan and organize workloads effectively to meet deadlines
Strong organisational & planning skills
A desire to develop and improve your knowledge of the Financial Services Industry through continuous learning and professional qualifications
Ability to work efficiently in a professional office environment, adding value to the team and our advice process by working in collaboration with our support staff and Financial Planners
Your Working Day
Your key role will be to deliver a proactive, efficient support service.
Your responsibilities will include:
Putting clients needs first is at the core of all we do. In providing this service you will assist our advisers in an associate adviser role by:
Preparing for appointments
Responding to client and adviser inquiries or administrative questions
Assist the adviser by collating relevant information for the preparation of advice documents.
Maintain effective client relationships
Assist and support advisers in the advice process
Possess strong service and compliance orientation, and work proactively with other staff members
To maintain licensee compliance standards
Interested applicants should forward their resume by 8th October 2020
14/09/2020$0Bunbury & South West1 Banking & Financial Services
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