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Senior Paraplanner

Job Title: Senior Paraplanner
Contract Type: Permanent
Location: South Eastern Suburbs Melbourne, Victoria
Industry:
Salary: Negotiable
Reference: 168499_1500852184
Contact Name: Samantha Bainbridge
Contact Email: samanthab@porterallen.com.au
Job Published: July 24, 2017 09:23

Job Description

My business partner is currently looking for a Senior Paraplanner to join their business. We are looking for someone who has the desire to become an advisor in the near future.

Responsibilities include, but are not limited to:
  • Assisting in the preparation of SOA's.
  • Liaise with clients via email and on the phone.
  • Keep up to date with technical knowledge including legislation changes and licensee standards.
  • Maintain client records.
  • Prepare advice documents on behalf of advisers.
  • Ensuring all documentation is prepared prior to client meetings.
  • Assist with implementation of recommended strategies.
Requirements
  • Diploma in Financial Planning (RG146)
  • Minimum of 3 years experience in a paraplanning role.
  • Excellent written and oral communication skills.
If you meet the above requirements and would like to know more, please call Samantha directly on (03) 8080 7245