Finance Administration - Jnr Paraplanner

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Ad nr: 12376
Published: 7 August 2022, views: 0

 

 

Main characteristics

Location
Perth, Western Australia
Company
Sense Recruitment
Employment type
Full time
Category
Banking & Financial Services

Job summary

Here lies the opportunity for a technically minded finance administrator/Jnr Paraplanner to expand on their technical knowledge supporting advisors in the high net worth and medical field.

We are looking for a strategic and experienced crew mate who is looking to expand on their knowledge and skills. Joining this team will see you diversify your experience and skills and take the reins on a more technical hands on basis.

Providing the support to leverage the best standards of service for HNW clientele operating in the medical field, you will have second to none communication and time management skills. Be an avid multi-tasker with a keen eye for detail. Have sound experience in working on X-plan, and have a proven track record for building sound business relationships.

This role is a step up from a regular CSO role and will offer the ability to the successor to take part in technical conversations as well as the regular duties that pertain to the role.

If you are an organisational guru and ready to champion the next step in your financial planning career, I'm keen to chat.


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Published: 7 August 2022, views: 0


Company: Sense Recruitment

Location: Perth, Western Australia


Category: Banking & Financial Services
Employment type: Full time


Additional information:

Sense Recruitment

Application for the position: Finance Administration - Jnr Paraplanner

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