Description

About the Position Categories Financial Planning Financial Planner/Paraplanner An innovative and successful organisation in the pristine coastal area of Port Stephens specialising in the areas of Tax Accounting & Financial Planning seek an intelligent, dynamic and career-driven individual to work within our Financial Planning division. We have a small but dedicated team that believes in providing an exceptional client experience and an exceptional team member experience. You can have a perfect balance between work and lifestyle while living in a pristine and affordable coastal location only 45 minutes north of Newcastle and a little over 2hrs north of Sydney. Candidates must have A Commerce-related degree, or near completion, with RG146 compliance and/or Diploma Financial Services (Financial Planning) A willingness to work within our core values The ability to work under pressure to meet regular deadlines and to use initiative whilst working unsupervised Self-motivation and a passion for learning including attention to detail and strong client focus Excellent communication skills you must be comfortable speaking to clients & colleagues A good level of knowledge with Excel and Word Experience with Xplan is essential Tax accounting knowledge is preferable but not essential. Key role responsibilities will include Analysing strategies to prepare for advice documents Preparation and administration of client statements and advice documents Assisting in client transactions Administration and monitoring of outstanding tasks/activities Management of the client database Assisting the advisers in providing a high level of timely and reliable information and advice to clients Taking every opportunity to learn and contribute Our commitment to you is as follows Strong career and personal development opportunities to become a Financial Planner Competitive salary and benefits commensurate with experience and qualifications If you are this person and are keen to further your career and live in a beautiful and affordable coastal area, please submit your resume with a cover letter to The Manager fp@smcadvisers. com. au Other information Company Commonwealth Bank no - Principals only. Recruiters, please don t contact this job advertiser. no - Please, no phone calls about this job! no - Reposting this message elsewhere is NOT OK.

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Financial Planner / Paraplanner -

By Bobby 0 0 80
2 years ago
Sydney Sydney, New South Wales, Australia

Bobby

Last seen:  2 years ago