Paraplanner

Summary about this job

Detail information about job Paraplanner. Terms and conditions vacancy

Due to organic growth, this boutique firm is growing. They are a small well-established financial planning practice licensed through Godfrey Pembroke. The practice offers the full spectrum of financial planning advice, carefully tailored to the needs of their clients. 

Many businesses talk about service, but they strive to do it and let their clients do the talking. 

The most important goal in their business is to demonstrate service to clients; to show that they care and not just say they care.

Their purpose is to ensure that their advice and service makes a difference to their client's lives, giving them a peace of mind not only for the present, but also for their family's future.

They aim to be their partners for life. 

What about you?

Are you ready to start your career in financial planning?

Have you completed or nearly completed your degree in Business, Finance, Economics or Accounting?   

The qualifications you have attained are a great foundation for this role, however it is your personal attributes that will determine your success in this industry.

This is not just a job. They are looking for long term team players who will grow with them, celebrate and reward your achievements. They own the business and can match your pace. You grow and they will reward you.

It's that simple!

In this position you will:

• Be respected and trusted as you work hard, take responsibility for your own learning and apply yourself.  
• Take pride in your work, checking detail and accuracy in everything you do. 
• Organise yourself and manage your work priorities, using our business systems and processes.
• Apply your skills in Word and Excel because not only are you good with numbers and Excel, but you are also accurate in your grammar, layout and presentation of word documents. 
• Be a great team player, asking for help and supporting others when it's your turn to step up. 

They will teach you the ropes, give you variety of work and the opportunity to take on more responsibility.  

You need to bring your motivation, hard work, determination and strength of character.  You must be willing to learn and to serve clients. They can't teach you these traits. You either have them or you don't. 

You will be working closely with the Advisor in a mature, professional manner.

Your exemplary communication skills will enable you to understand instruction and give feedback to the Adviser and clients, both verbally and in writing.

So what work will you do? They will show you how to:

• Using Xplan, put together a tailored statement of advice – not one from a cookie cutter.
• Manage a client portfolio – learn how to do all the implementation of advice and manage the portfolio on an ongoing basis.
• Develop great relationships with clients –  building up your personal list of "Besties" 
• Reach your full potential and grow your career. 

If you are passionate about the industry – this is a rare career opportunity not to be missed. Hiring now! I'm ready to take your phone call or receive your resume. 

To apply, please send your CV and a covering letter – telling us why you think you are suitable for the role. 

Email to: [email protected] or call me on 0413 345 325

Only shortlisted applications will be contacted