Paraplanning Administrator
GOW Recruitment ·www.gowrecruitment.com
Apply direct
Our client is one of the most prestigious private client institutions in Australia. Their client base comprises HNW and UHNW individuals and family trusts. Their brand, culture and professionalism are reflective of the clients they deal with on a day-to-day basis. A brilliant opportunity has arisen and they are keen to meet with candidates who are looking to calve themselves a career in financial planning as a Paraplanning Administrator
As a Paraplanning Administrator within this group, you will be tasked with Maintaining adviser and client data, coordinating paraplanning workflow and gathering client information for advice preparation, assisting with research and ensure documentation meets compliance standards, providing a gold standard service to the senior paraplanner and advisor network nationally.
To be successful in this role you will be internal and external client focused with excellent interpersonal skills that enables you to easily build rapport. You will also exhibit a genuine interest in Financial Planning, and have a proven ability to prioritise, multi task and meet strict deadlines. High attention to detail, organisational skills and strong IT skills are required. Experience using XPLAN is highly desirable
Specifics:
If you are looking to start or continue your career in financial planning, this is the perfect company and opportunity to do so. Opportunities to advance are definitely available for the right candidate.
For further details please contact Luke Cuni at GOW Recruitment on 0413 839 375 or apply below
As a Paraplanning Administrator within this group, you will be tasked with Maintaining adviser and client data, coordinating paraplanning workflow and gathering client information for advice preparation, assisting with research and ensure documentation meets compliance standards, providing a gold standard service to the senior paraplanner and advisor network nationally.
To be successful in this role you will be internal and external client focused with excellent interpersonal skills that enables you to easily build rapport. You will also exhibit a genuine interest in Financial Planning, and have a proven ability to prioritise, multi task and meet strict deadlines. High attention to detail, organisational skills and strong IT skills are required. Experience using XPLAN is highly desirable
Specifics:
- RG146
- Degree qualified in Financial planning or banking and finance or working towards
- 1 to 2 years of financial services experience
- Intermediate to Advanced skills using Microsoft Office and Xplan Software
- Self Starter and positive professional approach
If you are looking to start or continue your career in financial planning, this is the perfect company and opportunity to do so. Opportunities to advance are definitely available for the right candidate.
For further details please contact Luke Cuni at GOW Recruitment on 0413 839 375 or apply below
Frequently asked questions
Who is hiring for the Paraplanning Administrator role?
GOW Recruitment is hiring for the Paraplanning Administrator position, a Shazamme client. Apply directly on the employer's career site.
Where is the Paraplanning Administrator job located?
The Paraplanning Administrator role with GOW Recruitment is based in Perth, WA, AU.
What does the Paraplanning Administrator role pay?
GOW Recruitment lists the Paraplanning Administrator role at AUD 65,000–70,000 per year.
Is the Paraplanning Administrator role full-time or contract?
This is a full time position at GOW Recruitment.
What experience level is the Paraplanning Administrator role?
The Paraplanning Administrator position is aimed at mid-level candidates.
How do I apply for the Paraplanning Administrator role at GOW Recruitment?
Apply directly on GOW Recruitment's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.