Para Planner

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

About you,

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 $0 Adelaide 1 Administration & Office Support
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