Connect Financial Planning Services is a busy and growing financial planning business with offices in Casino and Kyogle. We are currently seeking an organised, motivated, and enthusiastic individual to join our team in our Lismore office.
We offer a friendly, supportive work setting and adaptable working hours for the right candidate.
About the Role
This position provides paraplanning and administrative support, including but not limited to:
Preparation of advice documents
Implementation of advice
Preparing documentation and portfolio reports for client reviews and meetings
Client file and database management
Managing correspondence to and from clients
Liaising with product providers, including Centrelink, to obtain required information
About You
The successful applicant will demonstrate:
Excellent verbal and written communication skills
High attention to detail
Solid organisational skills and the ability to manage multiple tasks
Skills & Experience
Preferred:
Previous experience in a similar role within a financial planning business
Experience using Xplan software
Experience with Microsoft Teams
Essential:
Proficiency in Microsoft Office (Word, Excel, Outlook)
Additional Information
Position based onsite in Lismore
Immediate start available
If you are a proactive team player looking to join a growing financial planning business, we would love to hear from you.