LinkMe - 4 jobs | Retrieved yesterday at 7:28pm |
Location: Brisbane QLD Supportive team environment Career progression Contract position with the potential for role to become permanent. At NAB, it's all about our people reaching their full potential. And in Wealth , that means transforming talent into leadership. NAB Financial Planning is looking for an experienced paraplanner to join our centralised team. We need someone who can write a diverse range of complex financial plans for our practitioners across Australia - a team player who is ready to go the extra mile to produce quality , compliant plans. In return , competitive remuneration , coupled with continuous training - and career development - will be provided. If you are a - proactive and experienced paraplanner - possess strong technical skills and - have completed or nearly completed the Advanced Diploma of Financial Services we would be interested in receiving an application from you. Preferred candidates for this position will be asked to undergo certain background checks and assessments - before any offer of employment is made. Blaze Advertising - NAB A well established local financial planning firm are seeking the services of an experienced Paraplanner to assist their team of advisers. Based out of Paddington this position will afford the successful individual an opportunity to shine and develop their own career within a structured environment. Flexible hours are available for the right candidate. Working with the Senior Paraplanner you will be tasked with preparing statements of advice for the advisers clients as well as following up missing information. Previous experience dealing with investment strategies , tax planning , gearing , SMSF, insurance and retirement planning is advantageous. To be successful for this role you will need: RG146 compliant Excellent written and verbal communication skills Good level of technical knowledge Ability to work unsupervised and in a team environment Experience of Xplan / Coin Strong attention to detail High level of time management and organisation skills Computer literate - experience of financial planning software systems - It is envisaged that the successful candidate will have a minimum two years experience and have held a similar position. Furthermore the ideal applicant will be tertiary or degree qualified in a financial related discipline. Salary is commensurable with experience and a highly competitive package will be negotiated with successful applicant. Interested applicants please click apply below. Lloyd Morgan CBD Location Large Organisation Great Work-Life Balance Our client is looking for an experience paraplanner who can join their team and add value. You will be required to write highly complex strategies , liase with clients to help with any inquiries and issues. To be considered for this role you must:At least 3 years experience as a Paraplanner. Have achieved the Advanced Diploma of Financial Planning. Experience with Coin is preferred Good communication skills Self motivated and driven What is in it for you?A chance to be apart of a Large Corporate Organisation Enjoy a great work-life balance If you feel that this opportunity is for you APPLY NOW or call Stephane Mehmet on 0730166444 to discuss the role further. QPL is your specialist Recruitment and HR Advisory services provider with proven expertise in delivering quality outcomes within Banking , Insurance , Wealth Management , Financial Markets , Accounting , ICT and Business Support. With dedicated industry specialists located in Sydney , Melbourne , Brisbane , Adelaide , and Perth , QPLs capability is to assist organisations and individuals with a range of temporary , contract and permanent resourcing and career solutions. QPL Limited CBD Location Career Progression Join a Firm Experiencing Extensive Growth Our client is looking for a senior paraplanner to join a team of high performing financial planners. The right candidate will have extensive experience as a paraplanner and be used to dealing with holistic plans. The plans will vary from low to high complexity , you be expected to produce good quality and compliance SOA's and assist clients with any issues and enquries they may have. To be considered for this role you must:Have minimum 3 years paraplanning experience DFP 1-8 as a minimum Have extensive knowledge and experience of the financial planning market. Self motivated and committed completing targets with excellent quality. What is in it for you?Great work life balance A chance to work in the hub of the finance district Competitive Salary If you feel that this opportunity is for you APPLY NOW or call Stephane Mehmet on 0730166444 to discuss the role further. QPL is your specialist Recruitment and HR Advisory services provider with proven expertise in delivering quality outcomes within Banking , Insurance , Wealth Management , Financial Markets , Accounting , ICT and Business Support. With dedicated industry specialists located in Sydney , Melbourne , Brisbane , Adelaide , and Perth , QPLs capability is to assist organisations and individuals with a range of temporary , contract and permanent resourcing and career solutions. QPL Limited
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