JNR. PARAPLANNER & ADMINISTRATION

Summary about this job

Detail information about job JNR. PARAPLANNER & ADMINISTRATION. Terms and conditions vacancy

About the business

Australian financial planning organisation is an established financial planning and finance business located at the northern end of the Gold Coast. The company is a small practice that enjoys giving advice and support in an attempt to assist people with their financial needs.

About the role

• Must enjoy research
• Excellent formatting abilities in MS Word and Excel
• Enjoy working with mathematics
• Data entry – will be required to input client details for review by para planning and the adviser
• A basic understanding of XPlan would be a benefit

Benefits and perks

• Flexible hours
• Good Open-air working environment
• Ongoing training And support

Skills and experience

• Excellent understanding of MS Word, Excel and Outlook
• Enjoy research and being able to analyse data to develop reports with footnotes with supporting documentation to evidence any findings presented to para planning
• Able to work in a team environment
• Enjoyment of mathematics