Paraplanner - Melbourne
Progress your career with Australasia's leading provider of integrated financial advisory & accounting services.
Summary about this job
Financial Planning
Company: Crowe Horwath
Location: Melbourne
Work type: Full Time
Salary: n\a
Phone: +61-8-4796-7735
Fax: +61-8-4144-6242
E-mail: n\a
Site: n\a
Detail information about job Paraplanner - Melbourne. Terms and conditions vacancy
- Be part of an exciting growth phase
- A high performing team and collaborative team culture
- Extensive career progression opportunities and in-house learning and development program
About the company
Crowe Horwath in Australasia is a leading provider of accounting, audit, tax, business and financial advice to individuals as well as small and medium businesses.
Boasting a wide and strategically dispersed presence across Australia and New Zealand, Crowe Horwath together with parent company Findex, is committed to providing clients with the best quality outcomes through an intersection of relationships and technology, a holistic service offering, continuous evolution and a one best way process, which ensures we stay at the forefront of client expectations.
About the Role
As a Paraplanner, your role will involve supporting the company's Advisers, producing compliant Statements of Advice using Midwinter in a timely manner. This role will also see you making strategy and product recommendations, product comparisons, Insurance needs analysis, and provide alternative strategies.
As the company offers the full spectrum of financial services under the one roof, you will be partnering with our internal teams (including Compliance, Accounting and Audit, Investment and Product Services) to ensure the appropriateness of documentation, client strategies, fees, product recommendations, and delivery of documentation.
What we offer:
- A structured career development pathway and the opportunity for personal and career growth within a diverse company;
- Be a part of a business that is innovating how we deliver holistic financial advice to our clients;
- The opportunity to gain exposure to a broad range of financial strategies and financial professionals helping build your network and capabilities;
- In-house learning and development including a structured Employee Development program;
- A high performing team and collaborative team culture;
- Competitive remuneration package and additional employee benefits.
To be considered
- 1 + years’ experience in para planning
- DFP qualified (or currently undertaking)
- Experience on all types of advice and a variety of products
- Financial services industry experience and knowledge
- High quality communication skills and professional presentation
- Passion for advice quality, accuracy and timeliness
If you are interested in joining our fast growing company and your skills meet the above criteria please submit your cover letter and resume by clicking 'Apply' at the top of the page.
Please note that only successful applicants will be contacted.