As a Paraplanning Administrator within this group, you will be tasked with Maintaining adviser and client data, coordinating paraplanning workflow and gathering client information for advice preparation, assisting with research and ensure documentation meets compliance standards, providing a gold standard service to the senior paraplanner and advisor network nationally.
To be successful in this role you will be internal and external client focused with excellent interpersonal skills that enables you to easily build rapport. You will also exhibit a genuine interest in Financial Planning, and have a proven ability to prioritise, multi task and meet strict deadlines. High attention to detail, organisational skills and strong IT skills are required. Experience using XPLAN is highly desirable
Specifics:
- RG146
- Degree qualified in Financial planning or banking and finance or working towards
- 1 to 2 years of financial experience
- Advanced skills using Microsoft Office and Xplan Software
- Self Starter and positive professional approach
If you are looking to start or continue your career in financial planning, this is the perfect company and opportunity to do so. Opportunities to advance are definitely available for the right candidate.
For further details please contact Luke Cuni at GOW Recruitment on 0413 839 375 or apply below