About the company
Our client is a national wealth management group that provides a broad range of services including investments, planning, and portfolio management. Due to a recent business acquisition, we are now looking for the following person to join our team:
About the role
This role will be an excellent career step for a client services professional that is looking to advance themselves. You will have an experienced Paraplanner as your mentor as you make the transition from CSO to Paraplanning tasks. Excellent communication skills, both written and verbal, will be critical to this aim.
Skills and experience
If you have acquired relevant skills through any of the following businesses then you should consider applying for the role:
- Stock Broking
- Wealth Management
- Accounting/multi-disciplinary firms
- Financial planning
To be successful you will be able to demonstrate an understanding of the corporate actions that you will be responsible for, in addition to an outgoing, confident and focussed mindset. Candidates with industry-specific qualifications and experience will be highly regarded.
The office environment is open plan, friendly and professional. Typical hours of work are 8.30am to 5.00pm Monday to Friday with excellent access to several public transport options.
A negotiable salary (range indicated adjacent to the advert) and superannuation are on offer for the successful candidate
How to apply
Click the 'apply for this job' button adjacent to this advert or call Shaun Mansell from Randstad during business hours on 08 8468 8037 for an initial (confidential) discussion. Thank you.
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background....