ParaPlanner Job in Melbourne 3000, Victoria Australia

Due to continuous growth my client, a renowned respected leader in the independent segment of the financial advisory industry is currently seeking an experienced Paraplanner to join their established professional team of skilled Financial Planners.

 This is an excellent opportunity for an experienced Paraplanner to become an integral member of a supportive, friendly and forward thinking organisation with over 40 years of hands on experience working with a HNW client base.

 
RESPONSIBILITIES

•To support client facing consultants; providing research, projections, calculation and report preparation.
•Prepare recommendations in a format which leaves no room for misinterpretation or confusion, in
accordance with company procedures
•To be an alternative point of client contact to the consultants
•To maintain support and review pension contributions limits for Self-Managed Super Funds.
• Building X-Plan templates for a variety of advice documents.
•To maintain regular liaison with Senior Partners and staff to facilitate maintenance of existing client relationships and identify prospective financial services clients.
•Keep up to date with technical, market and consulting issues
•Manage direct business workflow, implementation of advice and ensure completion of new business WIP in an efficient effective timely manner.

 Qualities Sought

 This is an excellent opportunity for someone ready to take the next step in their paraplanning career and be part of a challenging and rewarding team.

This organisation prides themselves on their staff development on-going internal training and mentoring programs.

For further details contact Rob on 9604 2888 for a confidental and informal discussion.