Paraplanner Paraplanner …

Hays Accountancy & Finance
in Newcastle, New South Wales, Australia
Permanent, Full time
Be the first to apply
Competitive
Hays Accountancy & Finance
in Newcastle, New South Wales, Australia
Permanent, Full time
Be the first to apply
Competitive
Hays Accountancy & Finance
Paraplanner
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 roxann.bentley@hays.com.au or call 02 4925 3990.

LHS 297508
Company Overview

About Hays
Hays is the leading global specialist recruiting group. We are the experts at recruiting qualified, professional and skilled people worldwide, being the market leader in Asia Pacific and the UK and one of the market leaders in Continental Europe and Latin America. We operate across the private and public sectors, dealing in permanent positions, contract roles and temporary assignments.

Hays believes the right job can transform a person's life and the right person can transform a business. They are passionate about connecting candidates with the right job for them.

Hays operates in over 40 locations throughout Australia and New Zealand. They find permanent jobs for over 15,000 people a year and temporary and contract assignments for over 25,000 people a year and at any one time employ over 20,000 temporaries and contractors.

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