xplan consultant in sydney cbd

posted
job type
permanent
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job details

posted
location
sydney cbd, new south wales
job category
banking & financial services
job type
permanent
working hours
Full-Time
reference number
90M0364934_1541112635
phone
00 00
apply now

job description

The Company

This is one of the top advice dealer groups 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 it's commitment to providing holistic, tailored advice to their customer base. With strong relationships within the financial services community their philosophies and processes give them a competitive advantage within the marketplace.

The Role

You will be working as part of a team to provide Financial Planners with X-Plan support over the telephone, email as well as desktop assistance.

Dealing with inbound queries and following through to resolution.

Educating the training users using online materials and promoting XPlan coaching and training sessions.

Participate in ongoing resolutions processes

Your Experience

Xplan Experience ideal either in a paraplanning capacity or I.T. support

Diploma of Financial Planning (RG146)

The right person will be rewarded with the opportunity to work with some of the top advisers in the industry as well as outstanding career growth.

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

RG146, Graduate, XPlan

qualification

RG146, DFP

educational requirements

Associate Degree/Diploma