Careers in Financial Planning

Paraplanner – Trainee Adviser

Lismore
Full Time
Banking & Financial Services
           Financial Planning

The Opportunity

We are a growing financial planning firm based in Lismore seeking an experienced, self-motivated, paraplanner who aspires to become a financial adviser.

The role offers considerable scope for you to demonstrate and build upon your existing skills and abilities, with the opportunity to expand into a financial adviser position.

This is a broad role that covers many aspects of operational support and advice, whereby you will assist and support the principle financial adviser, and our clients via:

  • Paraplanning Support – Prepare SoA’s and other documents
  • Administrative Support – Attending to a range of admin & business duties
  • Regular liaison with clients and a range of third parties
  • Client Meeting Support – Attending client appointments along with our adviser

What we offer

We provide personal financial advice for a diverse range of clients, and enjoy a highly respected professional reputation within our market-place, which in turn sees our business continue to grow at a rapid rate. We offer:

  • Excellent work environment that is innovative, flexible and enjoyable
  • Internal business support via our accounting practice partner
  • External support via our well sourced Dealer Group
  • The opportunity to expand to include a financial adviser role

Skills & Experience

  • A minimum of 2 years relevant experience
  • Tertiary qualifications in a relevant discipline or willingness to undertake
  • Excellent and well rounded financial planning technical skills
  • Exceptional Financial Planning software skills -Preferably XPlan related
  • Excellent Microsoft Office skills

We are looking for

  • A professional attitude
  • Excellent relationship management abilities
  • Willingness to bring new ideas and innovation
  • First class communication – written and verbal
  • Self-motivated and conscientious
  • Highly organized and works to deadlines
  • Pro-active – Can do attitude
  • Can work independently as well as in a team
  • Desire to expand into financial planner advising clients

If the above fits your description and experience, then please forward your application to fp@connecta.com.au

or apply via seek https://www.seek.com.au/job/53193852