Paraplanner - Immediate Start
Salary AUD100,000 - AUD120,000 per annum + Attractive Day Rate
Location Melbourne CBDCONTRACTOR
Consultant Hannah Hogarth
Date posted 8 July 20192019-07-08 2019-08-07 financial-services Melbourne CBD Victoria 500 Bourke Street Melbourne AU 3000 AUD 100000 120000 120000 YEAR Robert Walters https://www.robertwalters.com.au https://www.robertwalters.com.au/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png
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. The client is looking for an experienced paraplanner with 2 plus years experience within a paraplanning role. The successful candidate will be available to start immediately and able to complete a 6 month contract.
- 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 Hannah Hogarth on +61 3 86282265 for a confidential discussion.