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Para Planner


Location:

Geelong

Job Type:

Full Time Ongoing

Salary:

Posted:

08.09.21

Our client is a privately owned, professional financial advisory firm with genuine care for its clients and staff. Due to an increase in business, they are looking to appoint a Para Planner on a full-time basis.

Looking for a seachange? Time to enjoy life by the sea? Looking for work-life balance? Want to be part of a fun, driven team?

To be successful in this role you will have:

  • Successfully completed (or be close to completing), a relevant degree, preferably majoring in Financial Planning
  • Exceptional correspondence and communication skills
  • The ability to build rapport with internal and external stakeholders
  • Strong time management skills
  • The ability to work cohesively in a team

Your responsibilities in this role will include, but not be limited to:

  • Updating calculators
  • Investment modelling
  • Centrelink tables
  • Client support
  • Preparing advice documents
  • Following up advice paperwork
  • Advisor support
  • Client meetings with advisors
  • Other duties as directed

Experience with X-Plan would be viewed favourably. The ability to be part of a strong team culture and enjoy others company this opportunity is a must for you!

If you feel this is the perfect role for you then please APPLY NOW or for more information on this role or other roles advertised by KLC, please call 03 9857 6756

Call KLC Recruitment on

9857 6756