paraplanner in Newcastle

posted
contact
liz sealey, randstad
job type
permanent
apply now

job details

posted
location
newcastle, new south wales
specialism
banking & financial services
job type
permanent
working hours
Full-Time
reference number
90M0376157_1550543754
contact
liz sealey, randstad
apply now
Apply with

job description

Your new company:

This independent financial planning firm is known for providing financial advice to a well established network of high net worth clients. Their Newcastle office is made up of professionals working in a collaborative environment to achieve outcomes for the business and their clients.

About the role:

  • Opportunity to support Planners and assist in developing strategies that meet clients' individual objectives, financial situations and needs.
  • Writing accurate, strategic and compliant financial Statements of Advice and Records of Advice.
  • Maintaining a thorough knowledge of, and compliance with, the licensing and professional standards is paramount in this role


About you:

  • Minimum of 2 years experience working in a paraplanning role
  • Technical knowledge of advice while also having excellent communication skills.
  • Exposure to XPLAN software
  • Positive, proactive and enthusiastic person with a strong work ethic

The candidate chosen for this role will be rewarded with an attractive salary package as well as the opportunity to work with a progressive and unique organisation that take pride in providing the best service and outcomes for their clients.

If you have recently considered a change, click ‘apply now’ to forward an up-to-date CV or for more information you can contact Liz at Randstad on liz.sealey@randstad.com.au / 02 4032 7354 for a confidential discussion.

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

Paraplanning, Paraplanner, Associate Adviser, Client Services, Financial Services, Financial Planning

qualification

-

educational requirements

Secondary School/High School