Junior Paraplanner, Associate Adviser and Customer Service Associate
If you have the following qualifications and a passion to build a Career in Financial Planning we would like to hear from you.
Essential Skills and Qualifications:
- Degree in Financial Planning/Finance or equivalent
- Minimum 2 years of Paraplanning experience in similar role (required)
- Highly competent in XPlan (required)
- Exceptional oral and written communication skills and business awareness
- Authorised Representative status will be highly regarded
Desirable:
- Ability to solve complex problems
- Demonstrate analytical abilities and skills
- A willingness to learn and progress
- Ability to communicate effectively and establish a rapport with clients
- Work efficiently and with tight deadlines
- Demonstrate adaptability to changing business needs
- Ability to work autonomously, whilst performing within a team environment
- Demonstrate honesty in all client interactions, and with integrity
Investment & Retirement Solutions Offers:
- A competitive salary
- Career development opportunities to progress within our business structure
- A positive working environment without prejudice that embraces a work life balance
If you believe you have the attributes for the above position, please feel free to email your resume to reception@invest-retire.com.au.