Paraplanner for Australian Financial Planner

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TYPE OF WORK

Any

SALARY

60,000 p.m.

HOURS PER WEEK

TBD

DATE POSTED

Sep 17, 2024

JOB OVERVIEW

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

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