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Paraplanner | Exciting Opportunity | Full Time Role

In this dynamic role, you will be responsible for supporting Advisors in the sales and client services process,  by preparing high quality Statements of Advice

Responsibilities include

  • Support the team with paraplanning tasks
  • Assisting with the completion of both comprehensive and single strategy SoAs.
  • Assemble & assist with client portfolios
  • Maintain and track client files

To be successful

  • Demonstrated previous experience as a ParaPlanner or Junior Planner
  • Relevant qualifications
  • A positive attitude towards your work, learning and achievments
  • A strong desire to succeed, demonstrated enthusiasm for working as part of a professional team.
  • Excellent communication skills both written and verbal
  • Solid understanding of tax, superannuation, retirement income streams, investment and social security.

In return our client offers development opportunities, a professional, supportive and friendly culture .  This culture is one of innovation, accountability and excellence which has allowed them to build a successful business and brand

To apply please forward your resume along with covering application letter in WORD format. 

All resumes MUST be submitted in Word format.
www.hrmcc.com.au
07 5430 7750
HRM | Right people, right careers, right choice
Title:
Paraplanner | Exciting Opportunity | Full Time Role
Country:
Australia
Location:
Sunshine Coast ~ QLD
Job Group:
Banking & Finance
Job Classification:
Financial Planning