Any
60,000 p.m.
TBD
Sep 17, 2024
I am looking for an experienced Paraplanner who also has 3 years experience servicing Australian financial planners
Salary is negotiable:
Must have:
a Diploma of Financial Services (RG146) at the minimum
3 years experience working as a paraplanner and/or financial planning assistant for an Australian company
Experience using XPLAN for advice documents as well as administrative tasks.
Excellent English communication skills to liaise with clients as well as product providers.
Highly Desirable:
proficient in Microsoft Excel