Financial Planning Paraplanner/Administration

Connect Financial Planning Services; Lismore; On-site; AUD 65,000 - 85,000; Full time

Benefits offered by this job

Flexible working hours

Job summary

Connect Financial Planning Services in Lismore is seeking an organised Paraplanner / Administration professional to provide paraplanning and admin support. You will prepare advice documents, implement advice, and prepare portfolio reports for client reviews, while managing client files and correspondence.

Key duties include liaising with product providers (including Centrelink) to obtain required information and maintaining MS Office and XPLAN workflows.

Qualifications

• Experience in a similar role within a financial planning business.
• Experience using XPLAN software.
• Experience with Microsoft Teams.
• Proficiency in Microsoft Office (Word, Excel, Outlook).

Responsibilities

• Preparation of advice documents
• Implementation of advice
• Preparing documentation and portfolio reports for client reviews and meetings
• Client file and database management
• Managing correspondence to and from clients
• Liaising with product providers, including Centrelink, to obtain required information

Skills

Verbal & written communication

Attention to detail

Organisational skills

Multitasking

Team player

Tools

XPLAN

Microsoft Teams

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Connect Financial Planning Services is a busy and growing financial planning business with offices in Casino and Kyogle. We are currently seeking an organised, motivated, and enthusiastic individual to join our team in our Lismore office.

We offer a friendly, supportive work environment and flexible working hours for the right candidate.

Paraplanner / Administration

Onsite – Lismore

About the Role

This position provides paraplanning and administrative support, including but not limited to:

• Preparation of advice documents
• Implementation of advice
• Preparing documentation and portfolio reports for client reviews and meetings
• Client file and database management
• Managing correspondence to and from clients
• Liaising with product providers, including Centrelink, to obtain required information

About You

The successful applicant will demonstrate:

• Excellent verbal and written communication skills
• High attention to detail
• Strong organisational skills and the ability to manage multiple tasks

Skills & Experience

Preferred

• Previous experience in a similar role within a financial planning business
• Experience using Xplan software
• Experience with Microsoft Teams

Essential

• Proficiency in Microsoft Office (Word, Excel, Outlook)

Additional Information

• Position based onsite in Lismore
• Immediate start available

If you are a proactive team player looking to join a growing financial planning business, we would love to hear from you.