Competitive Remuneration Package

Permanent Position

Our client, a medium sized financial advisory organisation, is seeking a Para-Financial Planner to join their growing and dynamic team.

This challenging role involves working closely with the financial planner in preparing, analysing and reviewing financial plans for customers.  Your responsibilities will include (but are not limited to) dealing directly with clients, reviewing financial statements and legal documents, preparing client summaries, proposals and recommendations, liaising with financial institutions as well as maintaining client records.

The successful candidate will be required to have completed a certificate in financial services as a minimum qualification and have past experience in either a financial planning or services environment.  The successful candidate will also require strong analytical and computer skills, high attention to detail, good written and verbal communication skills, the ability work well in a team environment and effective time management skills.

For more information on this great opportunity, please telephone 02 6230 6636, or email: jobs@kowalski.com.au