Assistant Financial Planner

 

Excellent rewards and recognition + great $

Geelong based role with leading organisation.

Household name will offer you training and career progression.

The Company

This role offer the opportunity to become a part of one of Australia's leading providers of integrated financial services. Offering ????? ????? lines to Australians nationally, this organisation is focused on meeting the financial needs of their broad client base while offering ????? ?????, affordable banking.

As a result of consistent and forecast success and growth, this role - based in Geelong - will offer a great work life balance and an opportunity to develop your skills. You will have full access to computer systems, product training, compliance and regulation.

Job Description

Reporting to the Financial Planner you will assist with the delivery of timely and consistent service by providing professional, compliant and quality advice to clients. You role will include:

" Assessing clients financial needs
" Answering ????? ????? and updating the customers file
" Identify new business opportunities
" Attending professional development and compliance training sessions.

In order to qualify for consideration you will be:

" An experienced paraplanner or financial planning administrator with a minimum 2 years' experience
" RG146 Compliant in areas of Investments, Superannuation and Life Insurance
" An excellent communication with a keen eye for detail
" Able to build and maintain internal and external relationships

Given the imminent recovery forecast in the Australian and international economy, the opportunities for progression and the strong brand profile of this household name, this is an opportunity not to be missed provided you have the requisite skills and experience to qualify for consideration. Click APPLY NOW if you wish to be considered.