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

Please send us your applications to enquiries@invest-retire.com.au