Job Seekers: Current Positions

Work Type: REGULAR

Sub-Classification:

Location: Melbourne

Advertiser: Waterford

Date Posted: 16/01/2013

Position Filled: Yes

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PARAPLANNER - INDUSTRY FUND

 
 Attractive Salary Package
Permanent Role
Melbourne CBD
 
 
Our client, a long established, highly regarded superannuation fund are currently expanding their operations nationally. They are currently seeking a Paraplanner to join their thriving team in their Melbourne CBD office.
 
You will be responsible for assisting Financial Planners with preparing and implementing financial plans. You will be required to research specific strategies based on information given by the Financial Planner.
 
The Role:
  • Following up information for clients and third parties
  • Organising strategy meetings with Financial Planners
  • Developing strategies on behalf of the Financial Planners based on the information gathered for the client.
  •  Produce high quality Statement of Advice for members
  • Data Recording
  • Compliance & Risk management
  • Business improvement & planning
 
The Candidate:
  • Minimum 2 years experience as a Paraplanner
  • Diploma of Financial Planning
  • Experience in preparing and implementing SOA's
  • Be proficient in Microsoft Office, Micro Word & Excel
 
The client offers an attractive remuneration package which includes a generous superannuation scheme and the opportunity to work along side an expanding team of professionals.
 
If this role interests you, please forward a covering letter addressing the above criteria along with your resume using the apply button below.
 
For a confidential discussion regarding this position, please contact Joseph on 03 9510 6155. 
 
All applications will be treated in the strictest confidence. Please note that due to the large number of applications we receive, only those that are short-listed will be contacted for an initial screening interview. All applicants CV's will remain on our database to be considered for future positions.
 
 
 
Waterford Recruitment
Proud to be a boutique agency offering a premium service, targeting excellence in the marketplace.
 
 
 
 
 
 
 
 
 
 
 
 
 

 
 
 
 
 
   

 

 

 

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