Client Service/Junior Paraplanner

The Company

O'Sullivan Financial is an independent, family owned and operated, self-licensed financial planning practice based in Brisbane. We founded the company with one simple goal in mind: Make our clients lives better. We have built our reputation on transparency and a client first approach.

We are growing fast and need to expand our team to meet demand. As such, we are offering a fantastic opportunity to learn and develop your skills under an experienced, multi degree qualified adviser. 

Our adviser Mace OSullivan holds a Bachelor of Commerce degree with majors in both Financial Planning and Accounting. In this degree Mace received the Bachelors Medal for Commerce on graduation for achieving the highest overall result in his graduating year (a GPA of 6.86). He has since gone on to complete his Master of Financial Planning with a GPA of 6.67.

While working for OSullivan Financial you will also have exposure and the opportunity to learn from our award-winning partner business HSP private Wealth and its director and adviser James Kenny.

The Culture
Working in a small, close knit team, you will be an integral and valued part of OSullivan Financial.  Your work, achievements and dedication will be acknowledged and rewarded. This is a supportive environment that encourages teamwork & respect for each other and our clients.

The Role

We are searching for someone eager to engage in a client service role, while learning paraplanning to assist our adviser in the preparation of advice. Options for full time and part time are available. Duties will include the following:

  • Managing the day-to-day client relationship, becoming the first point of contact for client enquiries.
  • Preparing simple advice documents and assisting with the preparation of complex advice.
  • Researching and developing financial strategies for clients.
  • Administration relating to implementation including, establishing / rolling over superannuation funds, investment funds, share portfolios, insurance policies etc.
  • Other duties as required.

The Candidate

To be considered for this role, you will have a passion for the Financial Planning profession and have a personality that allows you to engage well with clients. To be successful in this role you will also need to demonstrate the following:

  • Have completed or near completion of a financial planning related qualification.
  • High attention to detail.
  • Strong literacy and numeracy skills
  • A good knowledge of Word, Excel and Outlook.
  • Experience with financial planning software viewed favourably but not essential.
  • Excellent verbal and written communication skills.
  • Professional presentation.
  • Experience working in client service and/or paraplanning will be viewed favourably but is not essential.

It is not often that the opportunity to be mentored by such an accomplished adviser comes along. If you are looking to learn from the best and join a team where you will be valued and appreciated for your hard work and efforts then please email your resume with cover letter to Amanda OSullivan.

22/03/2021 $0 Brisbane 1 Banking & Financial Services
Apply for this job

Option 1: Use this option if you want to upload a new cover letter and a Resume file

Apply Now ! Send Your Resume