AddressA medium sized Sydney CBD Financial Planning practice seeks a full-time client service Officer/Associate para-planner to join our team. Reporting to our Head of Para-Planning, you will be working with experienced financial planners who provide fee for service based financial advice across a broad cross section of clients.
We are looking for someone who can provide:
- Administrative and office support
- Help in preparing Statements of Advice/Records of Advice within our compliance framework
- Execute transactions and monitor client portfolios
- Prepare life insurance applications
The role will provide a great opportunity to learn and grow, with flexibility to progress into other roles within the firm as you develop your strengths and experience.
The successful applicant will ideally be/have
- Undertaken financial industry education and/or training
- Relevant degree qualified or on pathway to achieving an advantage
- Similar client service/paraplanning experience or at least some financial service experience
- Some experience in financial planning software such as XPLAN an advantage
- Intelligent with a desire to learn and working in the financial advice industry
- Australian Citizen or Permanent Australian residency.
