Salary AUD90,000 - AUD110,000 per annum + Bonus
Location Melbourne CBDFULL_TIME
Consultant Alex Thompson
Date posted 25 October 2018 2018-10-252018-11-24 financial-services 1 Farrer place Sydney 2000 Robert Walters Australia
An opportunity to join one of the Big Four banks and be a part of their leading Paraplanning team an a Senior Paraplanner. About the role You will be working within a centralised team of Paraplanners preparing high quality SOA’s, liaising with financial advisors nationally via telephone, mirroring best practice and adhering to compliance obligations.
- Preparing SOA’s
- Checking plans
- Ensure Paraplanning qualitative and quantitative service standards are met
- Assist with customer queries both via email and telephone
- Ensuring compliance regulations are adhered to
- Previous experience in a paraplanning role
- Previous experience in using XPLAN or Coin
- Strong administration skills
- Strong written and verbal communication skills
- Strong attention to detail
- Analytical thinker
Alongside a competitive salary you will be offered flexible working hours and the opportunity to work in a supportive and collaborative team and within an organisation that really values their employees.
To apply please click apply or call Alex Thompson on 03 8628 2169 for a confidential discussion.