Paraplanner/Administration Specialist

 

Paraplanner/Administration Specialist

 

 

 

Financial Planning Leader

 

Convenient Inner Eastern Suburbs

 

Attractive Rewards

 

 

 

 

 

An award-winning financial planning practice, our client has achieved an industry leadership position through a focus on tailoring ethical solutions to the specific needs of clients. The organisation works closely with those clients’ other trusted advisers to create comprehensive, coordinated strategies to protect and preserve multi-generational wealth.

 

As a Paraplanner/Administration specialist, you will report to the Practice Manager and work closely with financial advisors to deliver a wide range of key documentation such as financial plans, advice memorandums, reviews and letters for both new and existing clients. You will also undertake associated financial actions such as lodgements, transfers, redemptions, share trades, switches, rollovers and re-contributions.

 

Clearly all of this must be arithmetically, grammatically and technically correct as well as complying with all relevant legislation, so you will need a solid administrative background in a relevant field such as accounting, banking, commercial law, superannuation or insurance. In addition you should have well-developed report writing skills, competence with statistical analysis, an understanding of compliance issues plus good IT and time management skills.

 

This busy central role has much to offer in terms of  both job and career satisfaction as well as appropriate rewards for effort. Applications will be treated in strict confidence, so send your resume to Nicholas Calvi, AUSLINK Consulting Group, 89 High Street, Kew, Victoria 3101.
Email nick@auslink.com.au

 

Internet www.auslink.com.au

 

Bringing the best people together Australia wide

 

 

 

Paraplanner/Admin A boutique Financial Planning practice is looking to expand if you have a nothing is too much trouble attitude you should apply now

 

 

 

 

 

 

 

If you want to jump start your Financial Planning career this is for you.

 

 

 

If you are multi skilled and have Paraplanning experience you should call now

 

 

 

Friendly environment, easy access by public transport, career growth

 

 

 

 

 

Reference :
Contract :
Permanent
Experience :
3 years
Studies level :
VCE
Working place :
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