Date Posted
Category
Salary
Job type
Level
Location
Save job Apply now
Company

Hays

addressAddressMelbourne, VIC
type Form of workUpdating
salary SalaryUpdating
CategoryAccounting & Finance

Job description

A Boutique Practice is seeking an enthusiastic and experienced paraplanner to join their growing team. Your new company
This is an exciting new opportunity within a boutique financial advice firm located in Melbourne CBD. This organisation is dedicated to offering tailored financial solutions to their clients. They are looking for an experienced Paraplanner to join their team and to lead a small team of paraplanners and customer service staff.

Your new role
  • Leading a small team of Paraplanners and the customer service team
  • Assist with the preparation of SOA's & ROA's
  • Day to day running and management of clients, booking appointments and investment
  • Ensure Planners maintain compliance standards
  • Technical Para planning process development and improvement - compliance
  • Reporting process and implement new business
What you'll need to succeed
  • Prior industry experience as a Paraplanner
  • Experience with SOA & ROA is preferred
  • Previous experience using Xplan software
  • Strong written and verbal communication skills
  • Passionate about helping clients realise their financial goals
  • Strong analytical, numerical, problem solving, and time management skills
What you'll get in return
  • Quality training and support
  • Career progression
  • Opportunity to work in a hybrid setting
  • Equity & Bonuses paid yearly!
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to howard.richards@hays.com.au, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

LHS 297508 #2705837
Hays - The previous day - 2 weeks ago

Related keywords

Senior Paraplanner

Jobs in the same company

Senior Paraplanner

Practice Administrator- Accounting Firm

Hays

Updating

Sydney, Australia

Senior Finance Analyst

Hays

Updating

Melbourne, Australia

Program Manager

Hays

Updating

Perth, Australia

Maintenance Mechanic

HAYS

Updating

Cairns

Executive Office Coordinator

HAYS

$44.43 Per Hour

Geelong

Area Manager

HAYS

Updating

Gold Coast

Client Service Officer

Hays

Permanent

Perth, WA

Jobs in the same category

Senior Paraplanner

Finance Controller

CooperSurgical

Updating

Australia

Enrolment Officer

TAFE Gippsland

Updating

Warragul

Collateral Margin Operations Analyst

Morgan McKinley

Updating

Singapore

Collateral Operations Analyst

BNY Mellon

Updating

Manchester, United Kingdom

Associate

QIC Limited

Updating

Queensland

Junior Client Relations Analyst

Leverton Search

Updating

London, United Kingdom

Senior Finance Analyst

NSW Government -Sydney Metro

$142K - $159K

Sydney

Systems Auditor

NZ Ministry for Primary Industries

$92K - $108K

Australia

Customer Data Remediation Analyst

Santander

Updating

Milton Keynes, United Kingdom

Manager, Compliance Advice

QBE

Updating

Sydney

Senior Analyst, Credit Services

BNY Mellon

Updating

Chennai, India

Related jobs

Senior Paraplanner

Market Research & Intelligence, Senior Manager (85K)

Oliver James Associates

Updating

Hong Kong

Data Entry Coordinator

people2people

$32.00 - $33.00 Per Hour

Belrose

Graphic Design & Print Coordinator

Minuteman Press Mitcham

$21.63 Per Hour

Nunawading

Technical Lead | Senior Manager

PwC

Updating

Melbourne

Casual Transcriber

Epiq Systems, Inc.

Updating

Remote

Childrens Sports Coach

Grasshopper Soccer

$30.00 - $50.00 Per Hour

Perth

Senior Finance Analyst

NSW Government -Sydney Metro

$142K - $159K

Sydney

Senior Analyst, Credit Services

BNY Mellon

Updating

Chennai, India

Senior Fund Accountant

BNY Mellon

Updating

Wilmington, United States

Senior Information Security Analyst

BNY Mellon

Updating

Pune, India

APS6 Senior Recruitment Officer

National Health and Medical Research Council

$86K - $97K

Canberra

Senior Corporate Counsel

Axway Software SA

Updating

Sydney

Similar company

Senior Paraplanner