x-plan consultant in Sydney CBD

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job details

posted
location
sydney cbd, new south wales
specialism
banking & financial services
job type
permanent
reference number
90M0357285_1533777155
contact
scott sherwood, randstad
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job description

X-Plan Consultant

  • Major Player in Financial Planning Industry
  • Attractive Salary
  • Opportunity to use your x-plan experience in relationship based role

The Company

Industry leading business with a large client base of large corporate as well as boutiques. Innovators in technology with a global presence. They work in a collaborative environment with a low turnover and are based in a beautiful office in the CBD. They provided services to all different niches within the financial services industry including financial planning.

The Role

This is a relationship based role using your knowledge and technical expertise using x-plan. You will be given a portfolio of clients that use x-plan software and be responsible for developing relationships with them. You will be making sure the clients needs are being met by assessing how efficiently they are using the software. Your advice to your clients in regards to updates or general use of the software will be a requirement to the role.

An experienced paraplanner or financial planner would be able to transition into this role. It is an opportunity to work in a unique relationship based position.

Your Experience

  • Strong x-plan experience
  • RG – 146
  • Degree preferred

To apply online, please click on the appropriate link

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

xplan, account managment, analyst

qualification

RG146

educational requirements

Post Graduate Diploma