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Para Planner


Location:

Geelong / Torquay

Job Type:

Full Time Ongoing

Salary:

Posted:

21/07/2020

Our client, a professional financial advisory firm, are currently seeking a Full Time Para Planner due to an increase in business.

To be successful in this role you will have:

  • Successful completed (or be close to completing), a relevant degree, preferably majoring in Financial Planning
  • Exceptional correspondence and communication skills
  • The ability to build rapport with internal and external stakeholders
  • Strong time management skills
  • The ability to work cohesively in a team

 

Your responsibilities in this role will include, but not be limited to:

  • Updating calculators
  • Investment modelling
  • Centrelink tables
  • Client support
  • Preparing advice documents
  • Following up advice paperwork
  • Advisor support
  • Client meetings with advisors
  • Other duties as directed

 

If you feel this is the perfect role for you then please APPLY NOW by filling in for form below and uploading your CV. Or for more information on this role or other roles advertised by KLC, please call 03 9857 6756

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Call KLC Recruitment on

9857 6756