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Paraplanner

Job Title: Paraplanner
Contract Type: Permanent
Location: Wollongong, New South Wales
Industry:
Salary: Negotiable
Start Date: ASAP
Reference: 175178_1499731635
Contact Name: Keiron Smith
Contact Email: keirons@porterallen.com.au
Job Published: July 11, 2017 10:07

Job Description

This is a newly available position offering exposure to preparation of SOA's that will suit someone who has 6-12 months experience and looking to build their career.

You will join this small team that operates as an outsource provider of paraplanning services to the Financial Services industry.

In this role you will:

  • Prepare SOA's using the Xplan software
  • Operate in a collaborative team environment
  • Use your skills and knowledge of key strategies across Suprannuation, Insurance, Investments and Retirement strategies
  • Develop your skills further under the guidance of Senior Paraplanners to take on more complex strategies

 

The ideal person will possess:

  • 6-12 months experience in a junior paraplanning position
  • Exposure to financial plamnning software - X-Plan an advantage
  • Exposure to working in a centralised team environment would be an advantage
  • Relevant industry qualifications with a minimum of the DFP
  • Good written and verbal communication skills
  • Ability to work autonomously

If this role is for you then apply now - otherwise for a confidential discussion please call Keiron Smith (02) 8247 5712.