At a Glance
- Tasks: Support financial planning by preparing advice documents and managing client files.
- Company: Join a friendly and growing financial planning business in Lismore.
- Benefits: Flexible working hours and a supportive work environment.
- Other info: Immediate start available for proactive team players.
- Why this job: Be part of a dynamic team making a difference in clients' financial lives.
- Qualifications: Strong communication skills and proficiency in Microsoft Office required.
The predicted salary is between 45000 - 55000 $ per year.
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 environment and flexible 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
- Strong 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.
Financial Planning Paraplanner/Administration in Lismore employer: Connect Financial Planning Services
Connect Financial Planning Services offers a friendly and supportive work environment with flexible working hours, making it an attractive employer for those seeking work-life balance. The company values strong organizational skills and attention to detail, providing opportunities for professional growth in the financial planning sector. Employees can expect to engage in meaningful work that directly supports clients' financial needs.
Contact Details:
Connect Financial Planning Services Recruitment Team
