Para Planner Financial Services Administrator

Working as administrator / paraplanner for an Australian Financial Planning Business - Full Time. Role includes - administration tasks such as saving documents to file, collecting of financial information from insurers and super fund providers, implementing insurance applications and super and investment account paper work. Updating and working within xplan. Preparing advice documents from Upgrade to see actual infonning reports and sending emails. Experience working with an Australian financial services business would be preferred and experience working with xplan financial planning software would be highly regarded.