Paraplanner

A well-reputed company is seeking an enthusiastic paraplanner to join their growing team.

Your new company
This company is a successful Chartered Accounting, Advisory, and Financial Planning practice. They cultivate a fun but professional environment focused on team work and learning.

Your new role
Reporting to the Team Manager, some of your main responsibilities will include;
  • Supporting financial planners with strategy development
  • Modelling financial planning strategies using designated modelling software
  • Liaising with the advisers and assisting them with the day to day operations
  • Performing calculations and modelling
  • Monitor the completion of work to ensure that it remains within time and budgetary restraints
  • General administrative duties such as maintaining client data and files

What you'll need to succeed
You will require the following skills and attributes to be successful in this role.
  • Previous experience working as a Paraplanner or a Client Service Officer
  • Exceptional attention to detail
  • Previous experience using Xplan software
  • Strong written and verbal communication skills
  • Passionate about helping clients realise their financial goals
  • Strong analytical, numerical, problem solving, and time management skills
  • Demonstrated the ability to work in a team while also being able to work autonomously

What you'll get in return
A permanent full-time opportunity where you will be working standard business hours in a collaborative work environment

What you need to do now
Submit your application using the Apply Now button. Within 24 hours of your application submission, you will receive an online form via SMS/Email which you should complete at your earliest convenience. Please note, this online form should take no longer than 5 minutes to complete and is required for your application to be considered. Should you meet the requirements for one of these roles a Hays consultant will endeavour to contact you with relevant roles as they are released.

At Hays, we value diversity and are passionate about placing people in a role where they can flourish and succeed. We actively encourage people from diverse backgrounds to apply.

If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

LHS 297508 #2686065

Summary

Job Type
Permanent
Industry
Banking & Financial Services
Location
SA, Adelaide
Specialism
Banking
Ref:
2686065

Talk to a consultant

Talk to Anamika Setaluri, the specialist consultant managing this position, located in Adelaide
Level 17, 11-19 Grenfell St

Telephone: 0872214109

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