Salary AUD85,000 - AUD110,000 per annum
Location Melbourne CBDFULL_TIME
Consultant Alex Thompson
Date posted 8 March 2019 2019-03-082019-04-07 financial-services Melbourne CBD Victoria AU AUD 85000 110000 110000 YEAR Robert Walters https://www.robertwalters.com.au
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.