paraplanner/client service manager in Canberra

posted
contact
jeremy oconnor, randstad
job type
permanent

job details

posted
location
canberra, australian capital territory
specialism
banking & financial services
job type
permanent
working hours
Full-Time
reference number
90M0421784_1598223634
contact
jeremy oconnor, randstad
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job description

About the company

This well regarded financial planning firm is a known for providing outstanding financial advice to a well established network of high net worth clients. Their Canberra office is made up of very successful professionals who work in a collaborative environment to achieve great outcomes. The company is going through a period of organic growth and has a lot of opportunities for the right person.

About the role

In this role, you will have the opportunity to support the Senior Financial Planners and will be a first point of contacts for their wide range of clients. You will be responsible for writing accurate, strategic and compliant financial Statement of Advice and Records of Advice. You will also manage the end to end implementation process for advice as well as other administrative duties. This is a great opportunity for a Paraplanner to join a growing company that provides stability and career development.

Benefits

  • Attractive salary package
  • Positive work/life balance
  • Outstanding support
  • Fun social events


Demonstrated skills

  • Experience working in the financial planning industry as Paraplanner
  • Strong knowledge around holistic and comprehensive advice
  • Strong knowledge of advice software
  • DFP compliant
  • Outstanding communication and presentation skills

To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O’Connor at 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

client service officer, client service manager, financial planning assistant, wealth, rg146, dfp, financial advice, financial planning, paraplanner, paraplanning, canberra

qualification

DFP RG146

educational requirements

Associate Degree/Diploma