Trainee Paraplanner

vor 20 Stunden

Melbourne, Österreich Lime People Search & Select Ltd Vollzeit

Work Hours: Full TimeAbout this ApprenticeshipMy client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses.
We are seeking someone to join the Paraplanning team as a Trainee.
You will be responsible for:Assessing new business submitted based on information provided by the IFAs.Recording new cases in the company's internal systems.Liaising with the Financial Advisers to obtain information to enable case completion.Producing suitability letters.Presenting cases to the Financial Advisers.Providing feedback on new business and cases directly to the Financial Advisers.Finalizing cases in line with the company's regulatory procedures.The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are.
Ideally you will have 1-3 years experience within Financial Services and it would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
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