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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