Incredible team culture, Flexible working conditions, Career development and mentorship provided + equity available.THE FIRM
Coastal Recruitment Group is proud to be partnering and aligned with one of Newcastle's established Financial Planning firms who are seeking a driven Paraplanner to join their thriving team. If you are looking for a role that will allow you to really refine your skills and help to develop your career then this could be just that chance!
A unique opportunity exists for an experienced Paraplanner to develop your own job description within this team. Whether you prefer the technical side of financial modeling and plan preparation or whether you’d like the opportunity to attend client meetings alongside an Adviser and then project manage the client work through to plan completion, they can adapt the role to suit you. They're are open to flexible working arrangements including selected hours and working from home arrangements.
Advanced Diploma of Financial Planning.
Willingness for further studies (to meet FASEA requirements).
Have an understanding of compliance legislation.
Ability to multitask and prioritise.
Excellent communication skills with high-level client focus.
A genuine interest in assisting clients to achieve financial goals.
Be a team player with a strong work ethic.
Have exceptional time management skills and attention to detail.
WHAT YOU WILL GET
Flexible working arrangements.
Career progression & development is on offer for the right person.
Work alongside some of the industry’s best advisors.
Great office culture & environment.
Being exposed to constant training & system upgrades.