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Paraplanner

Job Title: Paraplanner
Contract Type: Permanent
Location: Wollongong, New South Wales
Industry:
Salary: Negotiable
Reference: 188620_1538699765
Contact Name: Jonathan Attwood
Contact Email: jonathana@porterallen.com.au
Job Published: October 05, 2018 10:36

Job Description

About the company:

This innovative Wealth Management organisation has a growing customer base and significant plans for the future. Based in Wollongong, the business is building on successes over the past few years with a small office and collaborative culture

About the role:

An opportunity has arisen for a proven Paraplanner to join a team with a diverse portfolio of business

Key Duties:

  • Dealing across multiple products
  • Writing plans for a diverse client base
  • Providing technical expertise to a number of Financial Planners
  • Ensuring top accuracy and service
  • Ad hoc responsibilities in a small office

Skills & Experience:

  • Minimum of 2 years experience in Wealth Management
  • Ideally Advanced Diploma of Financial Planning (DFP considered)
  • Ability to communicate effectively
  • Excellent attention to detail
  • Flexibility an option, but must be able to commute to Wollongong on a weekly basis

Culture & Benefits:

  • Performance related bonuses
  • Growth opportunities internally
  • Move into senior roles as the business grows

Contact:

For more information, please apply here. Alternatively contact Jon Attwood on 02 8247 5715 or email me directly at jonathana@porterallen.com.au quoting reference #188620

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