Description
About the role
We are seeking a self-motivated Administrator ideally with some Paraplanning experience to join our team in Castle Hill, NSW. This full-time position is an exciting opportunity to contribute to the growth and success of our financial planning practice. As a Paraplanner and Administrator, you will play a crucial role in supporting our financial advisers and ensuring the efficient delivery of high-quality services to our clients.
What you'll be doing
Provide administrative support, including client file maintenance, document preparation, and general office tasks
Assist in the implementation of financial strategies and the ongoing management of client portfolios
Prepare comprehensive financial plans for clients (with training provided)
Collaborate with financial advisers to ensure a seamless client experience
Stay up-to-date with industry regulations, compliance requirements, and best practices
What we're looking for
Tertiary qualification - in financial planning, accounting, or a related field preferred
Paraplanning experience an advantage
On the job training provided to prepare comprehensive financial plans for clients
Willingness to do further study and complete a professional year with a view to becoming a licenced financial adviser in the future
Analytical and problem-solving skills, with the ability to interpret financial data
Excellent communication and interpersonal skills, with the ability to liaise effectively with clients and colleagues
Highly organised and detail-oriented, with the ability to manage multiple tasks and meet deadlines
What we offer
At Longevity Retirement Planning, we are committed to providing our employees with a supportive and rewarding work environment. As a member of our team, you can expect:
Competitive salary
Ongoing training and professional development opportunities, including on the job training in paraplanning and software
Suburban workplace near Castle Towers
A collaborative and inclusive team culture in a small-med size business
About us
Longevity Retirement Planning is a leading financial planning firm dedicated to helping our clients achieve their long-term financial goals. With a focus on providing personalised and holistic advice, we strive to build lasting relationships with our clients and empower them to make informed financial decisions. Join our growing team and be a part of our mission to create financial security and prosperity for our clients.
If you're excited about this opportunity and believe you have the skills and experience to excel in this role, we encourage you to apply now.
