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Financial Planner / Paraplanner

Job No: RS31729
Location: Greensborough, VIC

  • Earn up to $85,000 pa  + Super | Negotiable on Experience  

  • Join an Industry Leading Chartered Accountancy Practice

  • Enjoy a Dynamic Role and Invest in Your Career Development  



Our Client

Over the last 30 years, our client has created an enviable reputation for themselves in the Accounting industry. Their team of professional accountants provide quality, responsive and personalised services to a diverse range of clients. Whether their clients need a simple tax return or financial planning and business advice, it is their combined experience and expertise that has allowed them to develop a strong client base.


The Opportunity


Our client is seeking a Financial Planner/Paraplanner to join their company in Greensborough, VIC.

This opportunity encompasses a combination of roles such as paraplanning, financial planning, and administration duties. A key aspect of this role is customer service; you will be the first point of contact for customer queries and requests, so it’s essential that you be willing to build relationships with clients and provide top quality customer service.

Some of your responsibilities will include:


  • Collect information from clients
  • Prepare statements of advice
  • Complete insurance forms 
  • Manage new and existing client information
  • Be the first point of contact for customer 

About You 

To be successful in this role you will have 12+ months financial planning, paraplanning or similar experience. Additionally, having a Certificate IV in Financial Services, Diploma in Financial Planning or an RG 146 would be highly advantageous but not essential. 

Any candidates who have a working knowledge of XPLAN will be held in high regard. 

The ideal candidate will be proficient using MS Office and have excellent written and verbal communication skills. 

What's in it For You?

  • Enjoy working in a fun and friendly team environment
  • Benefit from free all day parking  
  • Work in a fantastic location close to shops, restaurants and cafes 

If you are looking to progress your career in a successful and supportive environment, apply today and don't miss out starting this exciting opportunity as soon as possible.

 

IMPORTANT: Application Form Instructions (Please Read)

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Your application will be reviewed and we will contact you soon to provide feedback regarding your progress.

Good Luck from the Recruit Shop Team!

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