AddressEnvision Financial Services is looking for a Graduate with an interest in Financial Planning/Paraplanning to join their growing business. Supporting a Senior Financial Planner, you’ll be able to develop your knowledge and skills in preparation for your own financial planning career as a paraplanner or financial planner in the next 3-5 years.
The Role
• Attend client meetings and create files notes
• Assist in the preparation of Advice and review documents
• Undertake basic client communication
• Perform financial modelling and comparison modelling
• Prepare personal insurance cover quotes
• Basic client communication
• Work across the XPlan Platform
• Participate in training and development opportunities (when required)
What you will need
• Excellent communication skills – you must be comfortable speaking to Fund Managers, clients & colleagues.
• Attention to detail and a strong client focus.
• A good level of knowledge with Excel and Word
• The ability to meet regular deadlines and use initiative whilst working unsupervised at times.
• A willingness to work according to service ethos and high client care.
If you’re a recent graduate or early career seeking looking for a new opportunity in 2024, we’d love to hear from you. Please send a cover letter and resume addressing ‘What you will need’ to us.
Additionally the following skills would be highly desirable:
- The ability to learn new software (XPLAN). As graduate you can learn this software on the job if you don't have current experience.
- A genuine interest in learning more about financial advice, superannuation and insurance and helping clients make smarter financial decisions.
The candidate must have the right to work in Australia.
In return we will offer to the candidate who is successful:
- A full time role in a growing business.
- A friendly and professional office environment, with plenty of parking close by.
- A role with variety and where you can take ownership and get things done.
- An immediate start.
To apply for this role, please email your cover letter and resume to Luke Smith at ****@envisionfinancial.com.au or use the Seek process and ‘Apply for this job’.
