Financial planning assistant/paraplanner

About Hemmingway Financial

Hemmingway Financial has been operating for the past seven years and has grown into a multi planner business serving hundreds of clients in the local Wide Bay area and beyond. 

We believe in developing strong relationships with our clients to serve their needs by placing their best interests above our own. We strategise and profile our clients to correctly apply strategic advice to help meet their future objectives.

The Role

As we expand our operations between Bundaberg and Hervey Bay, we are looking for a pro-active, energetic staff member, who has a similar passion to ours for financial advice. The role requires previous experience in the financial planning industry.

The job includes:

  • assisting the planners in research and development of advice plans
  • file noting appointments
  • preparation and editing of advice plans
  • implementation of advice plans
  • following up with client enquiries
  • maintaining and upgrading of systems and processes
  • maintaining quality client data 
  • developing relationships to support our clients

If this sounds like the job for you

You'll possess the following qualities:

  • exceptional communication and presentation skills
  • strong ability to build customer relationships
  • experience with Microsoft word, excel, and outlook
  • high attention to detail
  • are process driven and goal orientated 
  • applicants with experience using COIN or XPlan is preferred

Applications close on the 27th of July 2020.

13/07/2020 $0 Bundaberg & Wide Bay Burnett 1 Banking & Financial Services
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