This is one of the premier financial services organisations in Australia. They provide fantastic career growth opportunities internally and the best training in the Advice industry. They have a strong reputation in the market for their commitment to providing holistic, tailored advice to their customer base. With strong relationships within the financial planning community their philosophies and processes give them a competitive advantage within the marketplace.
In this team, you will report directly to the team leader and be involved in developing detailed and accurate strategic advice and SoA’s based on clients needs. Your role will have a wide scope and you will be involved in a range of projects along with dealing with advisers for technical queries. Opportunities for career advancement are available if specialist areas are of interest or an advisory role.
The Ideal Candidate
- Minimum of 2 years of paraplanning experience
- Minimum DFP
- Coin or Xplan experience
- Experience working in a centralised paraplanning team will be viewed favourably
To apply online, please click on the appropriate link. Alternatively, please contact Gina Bhogal on 8319 1165 or email email@example.com