This brilliant opportunity for an experienced Paraplanner to join a market leader that offers ongoing training, a supportive team and great working conditions. The firm has been experienced significant growth and as a result require the services of an additional Paraplanner in their Hawthorn office.
Working alongside a highly experienced group of Financial Planning professionals, your key responsibility will be to produce high quality SOA's within set time frames and in accordance with agreed service standards. There will be a strong focus on SMSF, TRIS, Centrelink and Risk and you will work as part of a team to create SOA's and assist with workflows and Adviser requests. Additionally, you will effectively utilise Financial Planning software for financial modeling and creating impressive plans for Financial Advisers across multiple offices, nationwide.
To be successful you will be a self-started with prior Paraplanning experience. You must be RG146 compliant and an Advanced Diploma of Financial Planning will impress. Experience using Xplan or COIN is advantageous but not essential. You must also be a team player with strong attention to detail and excellent technical product knowledge. In return you will be rewarded with a generous salary package, great career progression opportunities and a fantastic working environment!
To apply please forward your resume to firstname.lastname@example.org or contact Victoria Tite on 0417 868 821.