Kav Partners – recruit Para Planner
You will work as part of a team providing unparalleled support to the Advisers based in Australia in a series of complex financial transactions such as superannuation, insurance, investment and retirement planning
Coordinate and document client meetings/administration
Maintain Financial Planning database
Assist with the day to day management of clients
Liaise with external providers to ensure seamless workflows are achieved
Preparation and management of client implementation paperwork for new business and reviews
Degree qualified in Financial related areas, ie. Business, Commerce, Finance, Accounting
Foreign education and work experience preferred
Excellent Microsoft Office skills required
Excellent English communication skills – Written & Verbal
Ability to work autonomously whilst contributing positively to the team
High attention to detail, ability to multi-task, a sense of accountability and an eagerness to learn and support the growth of the advice business
Professional telephone manner and writing skills
No or under 1 year
CV
The number of inhabitants
ID card
The relatives qualifications
