Camerons is one of Tasmanias leading regional financial planning and accounting practices. It has a strong history of providing professional and innovative services to a large and diverse client base. An opportunity exists for an additional Financial Planning Paraplanner Administrator to join the team; we provide quality advice and service on retirement planning, investments, superannuation and insurance.
In this role you will deliver a range of paraplanning, client and administrative services to financial planners and clients. As part of a client services team, you will support three planners and maintain their paraplanning and client administration requirements of the practice. The position requires you to be professional, organised, calm and proficient. Specifically you will:
provide clients with accurate and compliant Statements of Advice, Records of Advice and other advice documents when necessary
ensure that all advice is compliant with industry regulations and licensee standards
assist financial planners in the conducting of research, financial modelling and client relationship management
Provide administrative support related to financial planning clients
Prepare, lodge and follow up on client applications
Liaise with fund managers and administration departments
Maintain client and general administration databases, records and files
Work collaboratively to ensure work is completed accurately and service level agreements are met.
This role will suit you if you are passionate about the industry and providing exceptional paraplanning and administrative support. You will be hardworking with excellent communication and interpersonal skills. You will be driven to deliver quality results that make a positive difference for the team and its clients. Direct relevant experience in a similar role is required.
You will be joining a progressive company that is focused on the continued success of its people and clients. We encourage and support development through generous financial support for professional development, promotional opportunities and assistance in attainment of career goals.
To apply, follow the links or email your resume and cover letter by 7 October 2020.
28/09/2020$0Launceston & North East1 Banking & Financial Services
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