Job Seekers: Current Positions

Work Type: REGULAR

Sub-Classification:

Location: Melbourne

Advertiser: Waterford

Date Posted: 01/01/1970

Position Filled: No

 

   

 

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Paraplanner - Superannuation Fund

The Company

Established in the early 70's this well established industry super fund offers superannuation / financial solutions for the employed and  self employed. With over 70,000 members all its profits are returned to members.  The fund has  a long history of strong investment returns and it offers a wide range of investment options to cater for a variety of investor profiles.

The Role

Providing support to the Financial Planners, your role will include:

  • Producing documents including letters and Statement of Advice
  • Lodging applications
  • Organising meetings 
  • Developing strategies   

The Candidate

The successful candidate will have:

  • A minimum of 2 years experience as a Paraplanner
  • Minimum of a Diploma of Financial Planning
  • Exceptional communication skills - verbal and written
  • The ability to work as part of a team and autonomously
  • Experience in producing SOAs
  • Competency in Microsoft Word and Excel

Benefits

  • Opportunity to develop a wide range of financial strategies
  • Positive, thriving team culture
  • Generous superannuation scheme

 Please forward your cover letter addressing the above criteria and a current resume using the APPLY NOW button below.

 

For a confidential discussion regarding this position, please contact Joseph Doyle 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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