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Hays Accountancy & Finance - Newcastle, NSW

Banking & Finance
Source: uWorkin


Your new company
This innovative Newcastle-based company is an industry leader in the Financial Services market. Due to strong growth there is the opportunity for an experienced Paraplanner to really step up their career in a client-focused role.

Your new role

  • Preparation of high-quality recommendations for clients, including statement of advice and record of advice.
  • Provide financial planners with information and guidance on research, recommended strategies, alternate strategies, and Compliance.
  • Communicate directly with Advisers regarding any questions during Statement of Advice preparation.
  • Working with Advisers to prepare advice in accordance with client goals and objectives.

What you'll need to succeed

  • Working experience as a Paraplanner within Tax, Superannuation and Centrelink.
  • Relevant tertiary qualification, Diploma of Financial Planning.
  • You will have excellent oral and written communication skills, and an advanced proficiency with time management.
  • Ability to construct financial plans and associated advice documents.
  • High attention to detail and ability to work autonomously and to strict deadlines
  • Advanced proficiency of Microsoft Word and Excel.
  • Extensive knowledge of Tax and superannuation rules.

What you'll get in return

  • Overall, you'll have the chance to belong to a high-performing, well-built team of Financial Planning specialists and provide quality advice to clients.
  • Ongoing training and professional development.
  • Fantastic work life balance with standard hours 9:00 -5:00 Monday to Friday.

What you need to do now
If you're interested in this role, contact Roxann Bentley at Hays [email protected] or call 02 4925 3990.

LHS 297508