Financial Planner
vor 4 Wochen
Up to 90K Base + Super
Menai Based Accounting / Advice Group
In office presence required
Boutique that has won numerous awards both in its own dealer group as well and the Advice industry. They provide holistic financial planning services and work in a team environment. Their offices are in a prime location in the CBD. This is an independent group that promotes career progression and has a good work lifestyle balance.
The RoleYou will be working supporting three advisors with the support of a full-time paraplanner and client services associate. You will be the point of contact for clients and also be liaising with product providers (superannuation funds and investment platforms). You will be liaising with advisors and doing research and data collection on clients' current assets and insurance. You will also be helping with the implementation of SOA’s and lodging applications. This is a fantastic role for someone that enjoys working in a nice office supporting advisors and meeting clients.
Your ExperienceYou will have worked within a paraplanner or client service role in the past. Financial Planning Education. Experience with X-Plan is advantageous. 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.
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