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June

Paraplanner

Hays - Melbourne, VIC

Banking & Finance
Source: uWorkin

JOB DESCRIPTION

  • Reputable State Government Organisation
  • Excellent Company Benefits
  • Flexible Working Arrangements

Permanent role for an experienced paraplanner for a reputable state government organisation - apply now!

Your new company
This state government entity is passionate about supporting all Victorians in the community and encouraging an inclusive and collaborative culture. They strive for positive change through a focus on education, good business practices and community wellbeing.

Your new role
As a Paraplanner supporting and working alongside Financial Planners and reporting into the Team Leader, you will be working within a wider collaborative client services and adviser team in providing excellent service to all clients alike. Your role will involve but not be limited to;

  • Conducting in-depth assessments of clients files and financial circumstances
  • Managing and preparing advice documentation in accordance with all compliance and legal standards
  • Preparation of documents for implementation of advice
  • Reviewing financial plans for low to medium complexity portfolios
  • Escalate/identify any risks or issues
  • Liaise with team and assistants to raise invoices and update the database as required


What you'll need to succeed
To be successful in this role, you will ideally have:

  • Diploma of Financial Planning and RG146 accreditation
  • Strong communication skills and Client Services background
  • General advice experience
  • Compliant with FASEA regime


What you'll get in return

  • Fantastic opportunity to work in a collaborative and close-knit team
  • Excellent company benefits
  • Flexible working arrangements


What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If you are interested in this role, and feel you have the necessary skills and experience to succeed, click 'Apply Now'. Alternatively, contact Kim Nguyen at kim.nguyen@hays.com.au for more information and a confidential discussion.

SA Licence number : LHS 297508

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