Salary AUD75,000 - AUD90,000 per annum
Location Melbourne CBDFULL_TIME
Consultant Alex Thompson
Date posted 6 December 2018 2018-12-062019-01-05 financial-services 1 Farrer place Sydney 2000 Robert Walters https://www.robertwalters.com.au https://www.robertwalters.com.au/content/dam/robert-walters/global/images/logos/web-logos/logo.gif
An opportunity to join one of the Big Four banks and be a part of their leading Paraplanning team. About the role You will be working within a medium sized team of Paraplanners preparing high quality SOA’s, liaising with financial advisors 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.