OzPlan Financial Services Mitcham VIC, Australia
May 23, 2018Full time
OzPlan Financial Services is based in Mitcham, Victoria, providing a range of personalised Financial Planning services to our clients. We are currently looking for someone to join our existing Paraplanning Team. This is a full-time position (40 hours per week), but for the right person we would consider a minimum of 24 hours per week. This role involves working with our Financial Advisers and Paraplanning Team to provide a high level of service to our clients. We are looking for someone who has the following: A minimum of 2 years paraplanning experience XPlan experience is a must An understanding of the financial planning industry and compliance requirements. If you do not have a minimum of 2 years’ experience and XPlan experience, you will not be considered for this position. About this role The duties associated with this role include but are not limited to: Supporting the Advisers and Senior Paraplanner Assisting with building financial strategies Cashflow modelling Preparation of advice documents You will also need certain key attributes to join our team, which are: High level of organisation and attention to detail. Ability to work independently. Ability to prioritise and manage multiple tasks. Excellent English skills, both verbal and written. Strong computer skills including MS Word & Excel. Strong desire to learn, develop and grow a career with us. If this sounds like you, we would love to hear from you. Our company is a small but well-established business. We want a person who is keen to learn, is not flustered by multi-tasking and wants to be part of a team committed to success. Some after-hours work may be required from to time to assist with servicing clients and meeting workflow demands.