paraplanner - contract in Brisbane

posted
contact
phil smith, randstad
job type
contract
apply now

job details

posted
location
brisbane, queensland
specialism
banking & financial services
job type
contract
working hours
Full-Time
reference number
90M0381607_1554245428
contact
phil smith, randstad
apply now
Apply with

job description

This role is working in the Brisbane CBD for an initial period and then will see you be able to work from home after a period of 4 weeks. You will also have the opportunity to work in the office on an ad hoc basis.

What you will need:

  • 5+ years pure Paraplanning experience
  • University Degree qualified in a related discipline (advantageous)
  • RG 146 compliant (Mandatory)
  • Completed Diploma in Financial Services (DFS) (Mandatory)
  • Started or looking to complete Advanced Diploma in Financial Services (ADFS) (advantageous)
  • Advanced knowledge of Xplan, WealthSolver, Risk Researcher, & Xtools+ (Mandatory)
  • Advanced understanding of Word and Excel software

About you

  • Previous experience in a centralised unit is an advantage
  • Thorough understanding of advice strategies including; superannuation; debt management; pensions; Centrelink; tax; investment; insurance; and SMSF.
  • Ability to work autonomously as well as in a team based environment

For more information about this role please contact Phil Smith on 0416576473 or apply directly via the advert.

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

Contract Paraplanning

qualification

DFP

educational requirements

Associate Degree/Diploma