junior paraplanner in north sydney

posted
job type
permanent
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job details

posted
location
north sydney, new south wales
job category
banking & financial services
job type
permanent
working hours
Full-Time
reference number
90M0361688_1540334727
phone
00 00
apply now

job description

The Company

This is a thriving boutique business that is growing is expanding. It works predominately with insurance clients and is completely independent with its own research facility enabling it to give clients the best product to suit their needs. They are based in the heart of North Sydney and have a very supportive culture.

The Role

In this small team, you will be working with 2 advisors as well as other office staff. You will report directly to one of the Advisors and be involved in administration and workflow management. You will assist in the preparation of advice documents using x-plan and also be involved in being a point of contact for both clients and external stakeholders. This role can lead into a full paraplanning or associate advisor role.

Experience Required

Degree qualification

6 months experience in industry is highly regarded

RG – 146 compliance is preferred.

To apply online, please click on the appropriate link.

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

skills

DFP, RG146, Paraplanner, Financial Planning

qualification

DFP

educational requirements

Associate Degree/Diploma