Main characteristics
- Location
- Newcastle, New South Wales
- Company
- Politis Investment Strategies
- Employment type
- Full time
- Category
- Banking & Financial Services
Job summary
The CompanyWe are a rapidly expanding Financial Services business experiencing significant growth. With almost 40 staff we are looking to further expand our Financial Planning team in order to meet the requirements of our growing business.
The Role
Our organisation takes pride in the reputable presence that we hold within the Financial Planning industry. We have a strong focus on providing our clients with high quality Financial Planning advice.
An opportunity has arisen for a Paraplanner with a strong technical background to join the Financial Planning team.
ResponsibilitiesPrepare Statement of Advice documents for new and existing clients Timely delivery of Statement of Advice documents ensuring all legislative and regulatory guidelines are metMaintain detailed and technical working knowledge of all Financial Planning issues Working collaboratively within a team to service new and existing clients
Experience and SkillsPrevious experience in a Paraplanning roleExperience in preparing Statement of Advice documentsStrong technical knowledge and a willingness to assist the team to increase overall technical capabilityExcellent written and verbal communication skills and a high attention to detailAbility to build and maintain strong relationships with clients and internal and external Financial Planners
This is a great opportunity at the forefront of the Financial Planning industry for someone looking for a long term position as part of a dynamic organisation.
Benefits and PerksCompetitive salarySupportive team environment with friendly dedicated staffTraining and development provided
If this sounds like you, then we would like to hear from you.
Only short-listed candidates will be contacted.