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