financial planning assistant in Sydney

posted
contact
jeremy oconnor, randstad
job type
permanent

job details

posted
location
sydney, new south wales
specialism
banking & financial services
job type
permanent
working hours
Full-Time
reference number
90M0430727_1605653187
contact
jeremy oconnor, randstad
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job description

About the company

This growing financial planning firm is known for providing outstanding financial advice to a well established and diverse client base. Their South Sydney office is made up of very successful professionals who work in a collaborative environment to achieve great outcomes.

About the role

In this holistic role, you will have the opportunity to support the Senior Financial Planner. You will be a main point of contact for clients and will provide strong technical expertise and support, making sure the advice is appropriate and compliant. Your responsibilities will include but won’t be limited to managing the implementation of advice, developing strategy presentations, managing the workflow between the advisor and the paraplanners, conducting the review and research of products, and providing high quality client service.

Demonstrated skills

  • Extensive experience working in a support role in Financial Planning
  • Strong understanding of compliance requirements
  • DFP accreditation
  • Tertiary degree aligned with FASEA education requirements
  • Very strong attention to detail and communication skills

Benefits

  • Attractive salary package
  • The opportunity to work and be mentored by one of the top Financial Planner in the industry
  • Positive work/life balance encouraged with potential flexible working arrangements
  • Great career development opportunities with the potential to manage a team in the long term
  • Fun social events

To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O’Connor and email Jeremy.oconnor@randstad.com.au.

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.

skills

financial planning, client service, paraplanner, rg146, DFP

qualification

DFP (RG146)

educational requirements

Associate Degree/Diploma