R U an experienced Planner/ Parraplanner?
Available for an immediate start?
This well known organisation delivers advisory services that are high quality, consistent, cost effective and timely, compliant and consistent with industry best practice!
Bringing your experience, you will be;
•Preparing of written financial planning advice.
•Providing advice to clients that is appropriate to their personal circumstances and maximising their entitled benefits
•Working closely with Client Service Officers to ensure advice is appropriately implemented.
•Utilising the required systems and processes to support the management of client matters and actively suggest improvements
•Responding to queries from clients regarding changes to legislation or requirements from regulatory bodies
•Escalating issues, appeals and significant complaints as required to ensure that they are resolved effectively and Client’s needs are met
•Undertake ongoing continuing professional development in accordance with industry standards
Ideally you will have:
•Strong written communication skills
•Tertiary qualifications in Financial Planning
•Experience in Government organisations
•Experience in Self Managed Superannuation Funds (desirable)
Available to start in Feb? Apply now!!
To apply for this job email your details to firstname.lastname@example.org