Para Planner – Para Planner recruitment
- Energetic, Team-Oriented Environment.
- Major Brand, CBD Location, Fantastic Modern Offices.
- Great Opportunity to further your career.
This top tier bank is looking for Para Planner to join their growing centralised Para Planning team. Along with an attractive incentive program, this client has an extensive workshop and technical training program to help you be the best you can be.
Field experience of 18 months to 2 years Para Planning either in a Bank or Boutique space is preferred, RG-146 is essential and an Advanced Diploma is desirable but not required.
To be successful for this position, you must have the following:
- Ability and willingness to learn
- Confidence, strong communication skills
- Drive, ambition, and high energy
- RG146 compliance
- Technical ability in COIN, XPLAN or VisiPlan.
- Ability to work in a team environment
- Experience writing SOA's across multiple portfolios
- Attention to detail
- Ability to work unsupervised
Responsibilities may include the following:
- Review client details/investments and research backgrounds thoroughly
- Preparing and compiling Statements of Advice
- Liaise with network Financial Planners and clients as required
- Maintain compliance procedures
You will be working in their most successful centralized team where culture is paramount. You must display a professional approach to all aspects of work and an understanding of Financial Planning principles.
In these uncertain times, if you want to take the next step in you Para Planning career with a major national brand this is the role for you.
Don't hesitate. Apply Now.