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The Christian leaders' marketplace for jobs, boards and more. About CMA Connect
Important disclaimer: CMA does not represent the organisations who place these listings, we do not guarantee that they are licensed or authorised to offer the positions, and we encourage readers to make their own inquiries to satisfy themselves that all is in order.
 

Para-Planner

Saward Dawson - www.sawarddawson.com.au
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Para-Planner

 

Saward Dawson is a medium sized Chartered Accounting and Wealth Advisory firm with a strong team culture that exists to service the needs of others. We do this by employing great people who share a similar ethos and aspire to deliver excellence. This enables our team of 65 plus staff to deliver services in the areas of audit & assurance, business advisory, wealth advisory, personal taxation and superannuation, as well as business, taxation and not-for-profit consulting. Our wealth advisory services include: retirement planning, superannuation strategies, SMSFs & investments.

An opportunity has arisen for an experienced Para Planner to join our wealth advisory team. The position will see you working in a friendly, modern office environment in Blackburn, conveniently located close to the station.

The position is ideal for a person who has experience as a para-planner including insurance and administration in the Wealth Advisory – Financial Planning sector.

 

Position Description

·       Understanding of and contribution to advice strategies

·       Assistance to our licenced financial advisers

·       Preparation of advice documents, including Statements of Advice and Records of Advice and also preparation of para planning submissions

·       Preparation of client review documents

·       Assisting with ad hoc client or business projects

 

Your Attributes

·       A positive and team focused attitude

·       Honesty and integrity

·       Self-motivated, proactive, enthusiastic

·       Attention to detail and excellent time management skills

·       The ability to use initiative to resolve problems and suggest improvements to processes

·       Excellent communication skills (written and verbal) and have the ability to work as part of a team

·       Experienced in MS Word and Excel, general computer literacy and touch typing skills

·       Experience in use of X-Plan/Voyager software

·       Experience in insurance, including use of quotation software is preferred, but not essential

 

Experience & Qualifications

·       Previous background in the financial services sector

·       Degree qualified in financial planning or a related degree is desirable but not essential where considerable prior experience exists

·       Applicants must have the right to work in Australia

 

Work Hours

·       The position is full time

·       The position is available now

 

If you wish to apply for this position please email Jacki McLellan at recruit@sawarddawson.com.au with the following:

·       a letter of introduction with accompanying CV

·       a copy of your academic records

·       demonstration of how you share our ethos and vision

More information and the application process can be found at our website at http://www.sawarddawson.com.au/careers

 
The Listing
Area: Blackburn , VIC
Status: Full Time
Date: Not specified
Contact
Jacki McLellan
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Ansvar Insurance
CMA Premium Sponsor

Ansvar Insurance - www.ansvar.com.au

From our very first events in 2003, Ansvar Insurance have been CMA's premium sponsor, supporting our mission to Advance Ministry by maximising ministry effectiveness.

 
Gold Sponsors
CBM Australia Compassion Australia Prolegis Lawyers Baptist Insurance Services Lewis Holdway Lawyers
 
Silver Sponsor
Saward Dawson Chartered Accountants
 
National Sponsors
SIM Australia Triumph Communications Entrust Foundation Reventure Moores
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