Advisers, Paraplanners & Customer Service Officers

Summary about this job

Detail information about job Advisers, Paraplanners & Customer Service Officers. Terms and conditions vacancy

Mulcahy & Co Financial Planning is part of the Mulcahy group providing Accounting, Lending, Financial Planning, Legal and IT services to a large client base. This business is located in Mildura and Ballarat in modern offices.

With continued growth planned in our Financial Planning division, Mulcahy & Co Financial Planning is seeking Advisers, Paraplanners and Customer Service Officers to join the team. Our business offers an excellent opportunity for an ambitious person who is either looking for a career in Administration, Paraplanning or wanting to progress your financial planning career as an Adviser.

The Role – Adviser
The right candidate will be responsible for providing advice to our growing client base.

• Be client focused and have a willingness to help and support our existing clients in achieving their goals and objectives.
• Grow and develop current client base.                                       
• Enjoy working in a team environment while also be a self-starting and motivated autonomous worker.
• Committed to ethical and compliant dealings with clients.
• Have a good understanding of the current legislative and technical framework in relation to investments, taxation, superannuation, and risk insurance.

       To be successful in the role your will need:

• Have a minimum of 2 years’ experience as a Financial Planner and qualified with a minimum Advanced Diploma of Financial Services.
• Possess excellent organisational and communication skills both written and verbal
• High Attention to detail

The Role – Paraplanner
The right candidate will be responsible for providing support to our Advisers and provide direction to our administration team.

• Maintain and help grow an allocated client base
• Drafting Statements of Advice in a timely manner
• Meet and exceed individual KPI's
• Maintain compliance 
• Work closely with the Adviser and support staff

       To be successful in the role your will need:

• Paraplanning experience desired but not essential
• Completion of Diploma of Financial Planning or Advanced Diploma of Financial Planning preferred
• Excellent organisational and communication skills both written and verbal
• High Attention to detail

The Role – Customer Service Officer
The right candidate will be responsible for providing support to our Advisers and Paraplanners.

• Meet and exceed individual KPI's
• Maintain compliance
• Entering client information into the Midwinter database and ensuring client data is accurate and up to date.
• Executing Financial Plan recommendations including processing new applications, data entry and monitoring the progress of applications.
• Answering calls from clients, insurance companies and fund managers
• Producing client reports, forms, meeting documentation and general correspondence
• Provide administration support to the Advisers and Paraplanners
• Following business and client servicing processes

       To be successful in the role your will need:

• Office Administration experience essential
• Customer Service Role within the financial planning industry preferred but not essential
• Completion of Diploma of Financial Planning or Advanced Diploma of Financial Planning preferred
• Excellent organisational and communication skills both written and verbal
• High Attention to detail
• Be motivated by administrative duties and financial information processing
• Jump at the chance to help others
• The confidence to ask questions

Are you ready for an exciting new challenge as part of a high performing team?

To apply, please email your cover letter and résumé to [email protected] or for a confidential discussion, please contact Tasia Hull on 03 5330 7200.

Applications close: 11th August 2018

Previous applicants need not apply