Para Planner

• On site parking
• Tasmanian business
• Attractive Salary

Full time permanent Para Planner role based in West Hobart working with a Financial Services Firm with onsite

Your new company

Based in West Hobart, this local Financial Services Business provide premium service to a wide range of clients with the aim to remain a business with a personal touch and also depth of experience and talent. Due to growth within the business they are looking for an experienced Financial Planning Assistant or Para planner on a permanent part-time basis.

Your new role

As the Para Planner, your core duties will be providing support to the Financial Planner. Reporting into the Director, youll be responsible for;

• Assist Financial Adviser to develop high quality strategies to support clients
• Maintain an accurate client database
• Prepare Statement of Advice (SoA) and Record of Advice (RoA) documents and research reports
• Undertake data modelling and scenario comparisons to support strategic recommendations
• Prepare and lodge quotes and applications
• Prepare client review documents
• Communicate and follow up with a variety of internal and external stakeholders
• Assist with preparing client reports
• Centrelink communication and management for clients
• Xplan knowledge and experience is preferable
• Other adhoc duties

What youll need to succeed

As the successful candidate, youll have excellent communication skills (Both written and verbal), and a proven track record of experience within a client service officer or para planning role. Youll have excellent time management skills, outstanding attention to detail, and a strong working knowledge of Microsoft Office. Previous experience with Xplan will be highly advantageous.

What youll get in return

Youll receive a competitive salary based on experience local with a local Financial Services Business. Youll enjoy being part of a team of hardworking, passionate, like-minded individuals that will support you as you continue to grow and develop your career.

What you need to do now

If this sounds like the right role for you, click "apply now. For further details or a confidential discussion on other opportunities in Office Support, please contact Emily Nuttall at Hays on 6108 5556 or email *************@hays.com.au

If this job isnt quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

Information :

• Company : Hays Recruitment
• Position : Para Planner
• Location : West Hobart TAS
• Country : AU