Entry level FP opportunity - provide support to Financial Planners. Great stepping stone to move into paraplanning over the longer term.
                                                                                     

• Training Provided
• Learn To Use Xplan Software
• Competitive Salary Package

 
Our client provides support for Financial Planners across Australia using Xplan software. They are looking for individuals with a keen interest in Financial Planning to join the team.
 
You will be provided with full training on Xplan software and will be answering queries from advisers in relation to the software's range of applications including:
 

• Statement of Advice preparation
• Client management
• Portfolio Management
• Modelling Tools

 
The ideal candidate will have a degree in commerce and a strong interest in the Financial Markets. Previous experience in client support with some progression towards your Diploma of Financial Planning would also be an advantage.
 
This is a great opportunity to learn how to use Xplan software, and will provide fantastic career progression opportunities, whether you want to step into Account Management within the company or move into a more technical role in the financial planning industry.
 
To find out more about this position or to express your interest in similar roles please contact Neil McDonald for a confidential discussion on 02 9247 5655, neil.mcdonald@whmarkssattin.com