Financial Planning Paraplanner/Assistant

To work with a solution driven Professional Firm, Direct contact with Partners and Senior Staff, Located in the beautiful Northern Rivers area of NSW.

Combine a career & lifestyle - the gateway to Byron Bay!

Are you

  • Seeking to join a professional firm
  • Seeking professional development & future career opportunities
  • Seeking to work in Lismore/Ballina area & enjoy the lifestyle
  • Seeking a challenging & responsible role

Based in Lismore with a further office in Ballina, WCA Chartered Accountants is a highly regarded professional services firm, boasting a well-established, non-institutionally aligned Financial Planning division. Our philosophy is based on ethical conduct, mutual trust and teamwork and we are dedicated to fostering a professional environment that challenges, enriches and rewards our team, in addition to being active corporate participants in our community. Supporting our evolving culture, we continue to revisit our performance and standards and encourage input from all members of our team.  Additionally, WCA Chartered Accountants aim to foster organic growth by providing our team members with the resources and support framework to progress their skills internally.

Due to continued growth, we offer a rare opportunity for a financial planning paraplanning professional to join our team and be responsible for end to end advice construction. Working with an enviable client base and supporting the groups Financial Planners, you will be directly involved in client meetings and complex strategy development.

It is essential that you have strong administration and organisation skills. Xplan experience is highly regarded but not essential.

If you are:

  • Able to effectively work autonomously & in a small team
  • Able to demonstrate maturity, reliability & initiative
  • Able to demonstrate excellent organisational skills & attention to detail
  • Able to demonstrate strong numeracy & communication skills (both verbal & written)
  • And very importantly, able to demonstrate a can do attitude in all areas of your position

then we would like to speak with you

In addition to demonstrating a client first approach, sharing our core team values is essential to a successful career in our firm.

  • Integrity
  • Trust
  • Unity
  • Respect

If our philosophy aligns with yours, we look forward to hearing from you!

 

22/03/2021 $0 Lismore & Far North Coast 1 Banking & Financial Services
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