Paraplanner for Australian FInancial Planning Firm

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TYPE OF WORK

Full Time

SALARY

$300 to $600 AUD

HOURS PER WEEK

TBD

DATE POSTED

Jun 12, 2019

JOB OVERVIEW

Paraplanner

For this VA position to help there will be a mix of data entry, admin and process documentation


Working for an Australian Financial Planning company you will be required to you will be required to prepare ROA's and SOA's covering a variety of strategies with varying complexity, using set procedures in Xplan.

The successful candidate will have previous experience as a Paraplanner for an Australian Financial Planning business.

Ideally, you will need a very good understanding of financial planning principles. You will have experience in undertaking data entry and be able to use Xplan.

Knowledge in Risk Researcher and Wealthsolver is an advantage.

As the successful candidate you will have:

Previous experience with XPLAN financial planning software.
Proven experience in a similar role.
Solid understanding of tax, superannuation, retirement income streams, investments and social security.
Excellent interpersonal and communication skills.
The ability to use initiative and judgement in problem solving situations.
A team player mentality, where working to support & assist the advisers is in their role is important.


We work in the financial services industry in Australia so your spoken English and written English need to be excellent.

IMPORTANT:
If you fit this role, please fill out this Google form ASAP >>
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Only applicants who submitted the form will be entertained. PLEASE COMPLY.

We look forward to hear from you.
Thanks.

ABOUT THE EMPLOYER

Contact Person: Garth Longhurst

Member since: June 2, 2019

Total Job Posts: 0

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