Paraplanner

Report

Ad nr: 13100
Published: 10 September 2022, views: 1

 

 

Main characteristics

Location
Newcastle, New South Wales
Company
Politis Investment Strategies
Employment type
Full time
Category
Banking & Financial Services

Job summary

The Company

We 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.


Inform me about similar jobs:

By registering the Job Alert you accept the provisions of our Terms of Use.

Published: 10 September 2022, views: 1


Company: Politis Investment Strategies

Location: Newcastle, New South Wales


Category: Banking & Financial Services
Employment type: Full time


Additional information:

Politis Investment Strategies

Application for the position: Paraplanner

Full name:• required field •

Your e-mail:• required field •

Message content:• required field •

Attachments: • Curriculum Vitae , cover letter, other •


Report about similar jobs

Next-Jobs informs that the company publishing the job offer is the administrator of personal data processed in this recruitment process.
By applying you accept our Terms of Use.
$60k - $65k p.a. + bonus
CSG Talent :: over 30 days ago

CSG Talent are partnered with a leading furniture provider who have been established for over 50 years. This position will be fantastic for a hands-on furniture assembler and repairer who excels at providing face to face customer service. This is a vital position within a well-known market leader within the furniture industry. Experience particularly with upholstering, framework and stitch work would be beneficial. This person will be part of the service team of the company, to the customers, the face of the company. Good communication skills, customer service and a stellar attitude to work. The Role The main responsibilities for this role ...

Trades & ServicesFull time
Report
$55,439 - $71,194
Court Services Victoria :: Bendigo, Victoria :: over 30 days ago

About us The Magistrates' Court of Victoria (MCV) is a jurisdiction within the Court Services Victoria statutory authority and has a long history of providing justice for the people of Victoria in metropolitan and regional courts across the state. The Court determines in excess of 300,000 cases per annum at 51 venues, equating to approximately 90 per cent of all cases that come before Victorian courts each year. The Court aims to be an innovative, accessible and responsive court that provides quality services to the Victorian community. About the role Trainee Court Registrars provide customer service and administrative support to the ...

Government & DefenceFull time
Report
$27 - $35 per hour with growth for a supervisor
Colossal Allies Asphalt :: Gold Coast, Queensland :: over 30 days ago

Qualifications & ExperienceHR or MR license required.Asphalt experience beneficial but not required.Bobcat and roller experience beneficial but not required. Tasks & responsibilitiesDriving tipper truck or flowcon truck.Preparation of subgrade.Placement of asphalt both hand work and machine laid.Machinery use - Bobcat, roller, truck, paver, level hand.Work includes driveways, patchwork, carparks and large commercial jobs. BenefitsFull time hours available.HR license will be paid for, for the right candidate. No shift work, no nights, no weekends.Great culture with work shouts and events. We are looking for someone reliable and ...

ConstructionFull time
Report
Randstad :: over 30 days ago

job details Primary & Secondary Teachers - Geelong, Victoria Are you seeking a new teaching position for the remainder of the school year? Are you wanting a new position that will see you extend and become permanent for 2023? Have you been thinking about your job and looking for a change? or thinking about relocating? If yes to any of the above, please reach out for a confidential conversation to see how Randstad Education can support you for this year and into 2023. Welcoming educators from all levels of experience to get in touch. - Recieve first hand information on new roles in Melbourne's Geelong region - Career guidance and ...

Report
SOS Labour Solutions :: over 30 days ago

Expressions of Interest from trades for upcoming Projects / Shutdowns throughout Western Australia SOS Labour Solutions seeks expressions of interest from the following trades for upcoming projects / shutdowns on various mine / construction sites throughout Western Australia ROLE DESCRIPTIONBoilermakersMechanical FittersPipe FittersRiggersScaffoldersPipe WeldersSheetmetal Workers / CladdersRope AccessElectriciansLabourers MUST be able to pass a drug and alcohol test To apply for the positions you will need to submit your current resume with a minimum of two (2) relevant work related referees listed to [Apply online]. To minimise delay and ...

Mining, Resources & EnergyCasual\u002FVacation
Report