5 Nov 2019

Full-Time Advisor Assistant/Paraplanner in Gosford

Figtree Financial Pty Ltd – Central Coast

Job Description

Gosford NSW
Full-time, Temporary, Contract
An exciting opportunity exists to join our dynamic team as a ParaPlanner/Financial Assistant at Figtree Financial.

At Figtree Financial, our goal is to simplify the areas of investment, superannuation and insurance, to provide the client with peace of mind.

The successful applicant will be a self-starter and able to hit the ground running. They will work closely with our senior Financial Planner and must have a thorough understanding of all Financial Planning concepts. Other key criteria for this role include:

Industry experience in this role
Possess strong organisational, mathematical and administration skills
Experience in XPLAN
Experience in Xeppo (ideal but not essential)
Possess excellent communication skills (both written and verbal)
This is a full-time 6-month maternity replacement position. Part-time candidates will also be considered for this role.

Applications close Friday 15 November, however, may be awarded early for the right candidate.

Job Types: Full-time, Temporary, Contract

Job Categories: Financial Planning. Job Types: Full-Time. Occupation: Clerical and Administrative. Job expires in 5 days.

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