xplan specialist - up to $90,000 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
90M0364282_1540760580
phone
00 00
apply now

job description

The Company

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 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

2 years Xplan Experience Essential either in a paraplanning capacity or I.T. support

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

XPlan, RG146

qualification

RG146

educational requirements

Associate Degree/Diploma