Paraplanner & Admin Support - Flexible Hours, Lismore

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 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.