This is an exciting opportunity to join a dynamic, progressive and modern Financial Planning team. Thier growth in an ever changing industry is testament to the type of business they are. This is a contract role with the opportunity to become a permanent role in the future.
Duties you will be responsible for,
Managing exciting client based information and relationships for all internal needs
Conduting research, implemtation and ongoing administration
Managing Xplan workflow
Responsible for assisting the Senior Financial Advisers
Constantly being across clients situations, and passionate about achieving positive outcomes for them
Produce a consistent high standard of work that meets all regulatory and legislative requirements and follow our internal procedures
You are a self sufficient and reliable worker that has the ability to meet deadlines and also work autonomously when required.
Previous experience as a Junior Paraplanner or Paraplanner (2+ years)
Thorough understanding of all aspects of the financial planning process
Exposure to holistic Advice straegies
Specific ability to conduct reserch into superannuation, insurance and other life policies
Previous use of Xplan software will be looked upon favourably
Have excellent written and verbal communication skills
If you are interested in the role and fit the criteria, please apply online today!
05/10/2020$0Adelaide1 Administration & Office Support
Apply for this job
Option 1: Use this option if you want to upload a new cover letter and a Resume file