Epicareer Might not Working Properly
Learn More
Please Turn on your JavaScript

Epicareer might not working properly because your browser javascript is turned off.

What is JavaScript?

JavaScript is like the magic behind making websites interactive. Basically, it makes Epicareer more enjoyable and engaging.
How do i turn this on?
Find tutorial for your browser below :
  1. Make sure the webpage is open.
  2. In the Safari app on your Mac, choose Safari > Preferences, then click Security.
  3. Make sure the Enable JavaScript checkbox is selected.
  4. Click Websites.
  5. On the left, click Content Blockers.
  6. Make sure Off is chosen in the pop-up menu next to the website.
  7. On the left, click Pop-up Windows.
  8. Make sure Allow is chosen in the pop-up menu next to the website.
Visit Site here
  1. Open Chrome on your computer.
  2. Click. then Settings.
  3. Click Privacy and Security.
  4. Click Site settings.
  5. Click JavaScript.
  6. Select Sites can use Javascript.
Visit Site here
  1. If you're running Windows OS, in the Firefox window, click Tools > Options.
  2. Tip: If you're running Mac OS, click the Firefox drop-down list > Preferences.
  3. On the Content tab, click the Enable JavaScript check box.
Visit Site here
  1. Click the "Settings and more" icon at the top right of the Edge browser window.
  2. Click Settings.
  3. From the Settings menu, click Cookies and site permissions.
  4. Scroll down and click on JavaScript.
  5. In the JavaScript window, toggle the slider to "on" or "allowed."
  6. Close the Settings tab.
  7. Refresh the page.
Visit Site here
  1. Go to Settings.
  2. Click Advanced in the left sidebar, and click Privacy & security.
  3. Under Privacy and security, click Site settings.
  4. Click JavaScript.
  5. At the top, turn on or off Allowed (recommended).
Visit Site here
Any Question? Contact us
logo
Jobs or company...

Financial Planning Assistant

Salary undisclosed

Apply on

Linkedn
Original
Simplified

At Royale Wealth, an exciting opportunity exists for a passionate Financial Planning Assistant / Paraplanner to join a leading independent financial services firm based in Melbourne, Australia. We are dedicated to delivering comprehensive Financial Planning, Accounting & Taxation, Finance and Loan Structuring, investment and wealth creation advice. If you are passionate about high-level financial planning and thrive in a collaborative environment, we’d love to have you join our team.

The role:

As a Financial Planning Assistant / Paraplanner, you will play a crucial role in supporting our financial advisers by preparing comprehensive financial plans, conducting research, and ensuring client records are accurate and up-to-date. While some experience in the industry is preferred, we are open to considering individuals who are quick learners, possess strong common sense and are eager to develop their skills in this field. Salary is negotiable for the right candidate.

As a valued member of our team, you will be responsible for:

  • Liaising with clients and assisting with queries
  • Prepare and assist in the development of tailored financial plans and strategy papers – training provided in this process
  • Assist in the preparation of reports, documentation and client portfolio reviews with exceptional accuracy
  • Collating and formatting documents to present to clients
  • Conducting research on client holdings and financial products (insurance, superannuation, investment)
  • Ensuring client information is accurately recorded and maintained in our systems
  • File management and ensuring compliance of files
  • Liaise with clients and other team members to gather relevant financial information and documents
  • Liaise with external financial institutions such as banks, insurance companies and superannuation fund managers
  • Lodgement of new business applications and follow up of outstanding requirements
  • Assist and support all team members with general administrative tasks, ongoing communication with clients, attend to incoming and outgoing calls and ad hoc duties

About you:

We are looking for a switched on and pro-active candidate with proven ability to work in a fast paced environment. This is a broad and varied role and so your ability to prioritise and multi-task will be second to none whilst providing impeccable service and support to our clients and the team.

Skills & Experience:

  • Diploma in Financial Planning completed
  • Undergoing appropriate tertiary education and/or tertiary qualified
  • Exceptional written and verbal communication skills
  • Strong attention to detail – you will be handling and preparing financial documents where accuracy is critical
  • Warm, caring, and friendly personality with a strong desire for positive outcomes – you will be required to liaise with clients and internal staff at all levels so you must be able to demonstrate confident communication.
  • You will have the personality to take initiative and be pro-active in your role
  • You will be exceptionally organised but above all, have a fantastic work ethic
  • Knowledge of Microsoft Office suite with intermediate to advanced use – Outlook, Word, Excel, PowerPoint, Teams
  • Previous experience within the Financial Planning industry in a support / administration role is beneficial
  • Previous experience using Plutosoft, and Salesforce highly regarded

Why apply?

  • We are a dynamic financial services business somewhat unique to our industry which is constantly evolving thereby allowing you to take your career to the next level.
  • Develop skills which you can take anywhere with excellent career pathways for high performing individuals
  • Extensive training and professional development days
  • Access to employee benefits from working in the financial services sector to excel your personal wealth and financial position
  • Working from home arrangements
Similar Jobs