EXPERIENCED PARAPLANNER | Fixed Dayshift and Weekends Off

WHEN WAS THE LAST TIME YOU HAD FUN AT WORK

If you're a talented individual who loves challenges, be part of our growing team as a Paraplanner now!

What's in it for me

• Fixed Day Shift, Day 1 HMO coverage, 2-week Christmas break
• Be part of a Young, Motivated and Agile company
• Grow! Learn! Guide! While having FUN!

What does this role entail

The overall objective of this role is to produce professional, high-quality compliant advice documents with appropriate strategic & investment recommendations.

What are the proficiencies expected of me

• 2 Years or more relevant experience in Paraplanning
• Advanced Diploma of Paraplanning (formerly known as RG-146 Certification) is a plus
• College graduate with experience in writing documents (legal, finance, banking, engineering, and other related fields)
• ABSOLUTE attention to details
• Excellent report writing skills; high level of English proficiency
• Intermediate to proficient skill level in: MS Outlook, Excel, Word and PowerPoint

What are the things expected of me

• Produce professional, high quality, accurate and compliant advice documents with appropriate strategic & investment recommendations with the use of designated/required financial planning software
• Prepare compliant advice support documents
• Ability to understand and compare basic money management options
• Prepare accurate financial modelling and compare different financial planning modelling scenarios with the use of the designated/required software
• Liaise efficiently and clearly with clients (advisers) to obtain needed information and to notify them clearly regarding the progress status of the requested document
• Completion of allocated work within the specified time frames (meeting target submission and due dates)
• Provide technical support to clients
• Build solid relationships with each client assigned to you, continually looking for ways to further assist and help our clients (this may be through new services, better tools, etc.)
• Actively contribute to our positive and dynamic team culture

If you're a talented individual who loves challenges, BE PART OF OUR GROWING TEAM and APPLY NOW!

For more information about our company, visit our website: http://qwrk.com.au