Para Planner

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Join our successful Financial Planning team as a Para Planner. Melbourne CBD location.12 month parental leave contract. Potential move to permanent.

Summary about this job

Financial Planning

Company: Nexia Melbourne Pty Ltd

Location: Melbourne

Work type: Contract/Temp

Salary: n\a

Phone: +61-7-1063-9196

Fax: +61-2-5921-9875

E-mail: n\a

Site:

Detail information about job Para Planner. Terms and conditions vacancy

  • Join Melbourne's Financial Planning team
  • Excellent training and mentoring
  • Innovative team

Nexia represents a network of solutions focused accountancy and consulting firms in Australia and New Zealand supported by Global links to Nexia International. We offer a full service accounting solution with experienced Partners and an enthusiastic team.

Our Melbourne Office is based in the CBD with 10 Partners and almost 70 staff; we currently have an exciting opportunity for a Para Planner to join our high performing Financial Planning team which operates under the licence of Count Financial Limited. This is initially a 12 month contract with the potential to move to permanent as our firm grows. Hours will be negotiable for the right candidate.

Supported by other Financial Planners, Customer Service Officers, and admin staff, the successful candidate will assist in all Financial Planning duties including:

  • managing the client review process;
  • preparing advice documents, including financial modelling;
  • implementing advice;
  • liaising with external parties, including fund managers;
  • attendance and minuting of client meetings with planners; and
  • accurately finalising and collating compliance and advice documents.

To be successful in this role you must:

  • be competent in the completion of SOAs, ROAs and compliance documents;
  • have demonstrated Financial Planning administration skills;
  • have an understanding of compliance regulations;
  • have at least three years experience in a similar role;
  • be proficient with Word and Excel; and
  • have excellent verbal and written communication skills.

A Diploma of Financial Services and / or relevant tertiary qualifications highly regarded. Experience with XPlan and a background with Count Financial Limited preferred.

At Nexia our team anticipates client concerns and seeks to manage client needs by going the extra mile. We want someone to join us who can work in this proactive manner.

In return, Nexia offers a progressive, supportive, and social environment. Training and mentoring our team to assist in developing careers is important to us; our training programme is highly valued.

Culture fit and attitude are important to us. If you are looking to exceed client expectations and are eager and committed to your professional development within a fun, social environment, then please apply now.

To apply online, please click on the appropriate link below. Alternatively, for a confidential discussion, please contact Tania a'Beckett on 03 8613 8888, quoting Ref No. 819432.

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