Job Seekers: Current Positions

Work Type: REGULAR

Sub-Classification:

Location: Melbourne

Advertiser: Waterford

Date Posted: 12/02/2013

Position Filled: Yes

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PARAPLANNER - INDUSTRY FUND

 
Excellent Remuneration
Good Career Progression
Permanent Role
 
Our client is a successful and  well recognized Industry Superannuation Fund based in the Melbourne CBD, with a proven track record of performance for over 40 years.
They are currently seeking to employ an experienced Paraplanner with minimum 2 years experience in a similar environment.
 
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
  • Financial Planning Software (XPLAN) an advantage or similar
  • Excellent communication skills
 
 
If you have experience in superannuation, retirement planning and wealth protection and   wish to pursue a career as a Paraplanner, we would love to hear from you. This is a great opportunity for the right applicant wanting to secure a permanent role with a well established industry fund.
 
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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