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Customer Service / Financial Planning

Job No: RS31722
Location: Greensborough, VIC

  • Earn up to $85,000 pa | Negotiable Salary + Superannuation

  • Established & Successful Chartered Accountancy Practice

  • Opportunity to Build Your Career and Develop Your Skills 

  • Enjoy Working in a Fun and Friendly Close Knit Team

  • Free all Day Parking with Close By Shops and Amenities 

Our Client

Established in 2011, our client is a team of professionals who provide quality, responsive and personalised services to a diverse range. They have earned themselves an enviable reputation as a business that goes the extra mile for their clientele. 

The Opportunity

Our client is seeking a Customer Service / Financial Planner to join their company in Greensborough, VIC, with the potential to earn up to $85,000 per annum | Negotiable Salary $70,000 - $85,000 + Superannuation. 

This opportunity encompasses a combination of roles such as paraplanning, financial planning, and administration duties.

Some of your responsibilities include:

  • Collecting information from clients
  • Preparing statements of advice
  • Completing insurance forms 
  • Managing new and existing client information

To be successful in this role you will have 12 + months financial planning, paraplanning or similar experience with a prior working knowledge of XPLAN. Additionally, a Certificate IV in Financial Services, Diploma in Financial Planning or an RG 146 would be highly advantageous but not essential. 

Furthermore, any experience in Direct Share Trading would be desirable. 

The ideal candidate will be proficient using MS Office and have excellent written and verbal communication skills. 

If you are looking to progress your career in a successful and supportive environment, apply today and don't miss out starting this exciting opportunity as soon as possible.


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