Do you really enjoy the financial planning environment and want to grow your skills in paraplanning across multiple/complex strategies.
My south coast client, who supplies outsourced paraplanning services to major Financial Institutions, is currently experiencing a rapid growth in business which means they urgently want to hire more paraplanners to join their Wollongong based team.
This opportunity is not one that comes up very often. A chance to join an expanding team of Paraplanners that offer competitive salary, career growth and flexible working environment.
Duties & Responsibilities:
• Providing tailored financial advice documents to a range of clients by developing high quality financial strategies and plan documents
• Assisting clients with technical queries and ensuring these are dealt with in a timely manner
• Meeting and exceeding productivity targets
This position involves preparing a high volume of a wide range of ROA's & SOA's so we are looking for someone who can think on the go and has excellent communication skills.
The ideal candidate will have:
• Diploma of Financial Services (DFS) - mandatory
• Proven experience in Paraplanning role - mandatory
• Impeccable attention to detail - mandatory
• Experience with COIN and/or Xplan would be highly desirable
To be considered for this highly rewarding role please email your resume via the link below or to hear more about this role confidentially and other opportunities across the Wealth Management sector, please contact Toby Walsh on 0404 971 247 or email your resume to firstname.lastname@example.org