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Paraplanner

Job No: RS33619
Location: Deakin

  • EARN a Generous Negotiable Salary + Super + Bonuses

  • Join a Dynamic & Growing Financial Services Business  

  • Full or Part Time Role with Flexible Hours Considered   



About The Company 


Our client is a leading private client financial planning practice based in Deakin. They are an exciting, dynamic and growing company and focus on providing high-level strategic and product advice to a limited number of loyal clients on a fee basis. Their main focus is to deliver outstanding advice solutions and maintain the high levels of service they have achieved over the years. 

About The Opportunity

They are now looking for a Paraplanner to join their company in Deakin, ACT, with the potential to earn a Generous Negotiable Salary + Superannuation | Based on Experience.

Reporting directly to the Office Manager, some of your responsibilities will include:

  • Manage preparation for annual review meetings including contacting external companies and updating relevant data
  • Keep client data up-to-date in the financial planning software
  • Complete product research for superannuation, investments and insurance policies
  • Workflow management within CRM software 
  • General office duties 

About You 

The successful candidate will have:

  • 2+ years experience working in a financial planning environment 
  • Experience using financial planning software including Coin or Xplan 
  • A relevant qualification in financial planning such as a diploma in financial services (desirable)
  • Competency with MS office products
  • Excellent written and verbal communication skills

This position would suit a motivated individual with effective time management skills and ability to work in a timely and efficient manner.

What's in it for You?

  • Benefit from a Generous Salary + Super + Bonuses 
  • Great Opportunity to Learn & Grow with the Business
  • Enjoy Working in a Fast-Paced Environment 
  • Become an Integral Part of a Friendly & Supportive Team
  • Full or Part Time Role Available | Flexible Hours Considered
  • Immediate Start Available for the right candidate! 

Apply today and don't miss out starting this exciting opportunity as soon as possible!

 

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