This Leading brand within Australia's financial planning industry has a strong history of supporting its employees and encouraging their personal and career development. Based in the city you will work alongside industry experts and have access to a wide range of career prospects
You will be responsible for the completion of Statements of Advice for a wide range of strategies . This opportunity will allow you to build upon and strengthen your knowledge base. The role requires you to have previous paraplanning experience, along with solid technical knowledge. Previous use of COIN or Xplan software a bonus, but not essential. You will have flawless written communication skills.
As a Paraplanner you have completed at least your Diploma of Financial Planning 1 - 4. Advanced Diploma Financial Planning, CFP (or studying towards) highly regarded. Currently writing SOAs you are familiar with a wide range of strategies. You will have a positive and hard working attitude and want to work within a team environment.
This is a fantastic opportunity for a paraplanning professional with a sound knowledge base in insurance, super and investments, who is keen to further their career within a brand name organisation.
To apply online, please click on the appropriate link. Alternatively, for a confidential discussion, please contact Geraldine Libatique on 03 8319 1165 or email firstname.lastname@example.org.