(DD186) - Financial Planner's Assistant or Paraplanner

(DD186) - Financial Planner's Assistant or Paraplanner

21 Nov
UHY Haines Norton CQ
Gladstone Central

21 Nov

UHY Haines Norton CQ

Gladstone Central

We are a solution-oriented financial advisory team dedicated to providing best practice products and services to our clients. We are looking for an experienced self-motivated Paraplanner who enjoys providing solutions, building relationships and offering professional, personalised service.

The successful applicant will work directly with, and support the Director/Financial Planner who will mentor and facilitate personal and professional development in all aspects of financial planning, management of clients and their portfolios.

The role is focused on providing investment management solutions incorporating research, compliance and the timely production of Statements of Advice that meet the requirements of the dealer group.

To be successful in this role you will need:

- Proven experience with Statements of Advice (SOA) and Records of Advice (ROA)

- Proven performance in financial para planning and customer relations

- Ability to build and maintain effective relationships

- A high level of communication skills both verbally and in writing

- Comprehensive computer skills and working knowledge of relevant software programs

- A self-starter attitude and a proven clear thinker

- Possess a high attention to detail

- A preparedness to advance in the industry

You will be reporting to and working with the Directors as part of a friendly, highly productive and successful team. Salary package and benefits will be in accordance with your skills and level of experience.

If you believe you are the right person for this role, please submit your resume, including two contactable references and a covering letter online addressed to The Financial Planner.

Please note that only successful candidates will be contacted.

The original job offer can be found in Kit Job:

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