We are looking for an experienced candidate to take on a Para Planner role in a busy local Financial office.
QUALIFICATION / EXPERIENCE REQUIRED:
- completed relevant Accounting or Financial course
- working knowledge of financial planning client management system
- 5 years experience in a financial planning office
- knowledge of x-plan software would be an advantage
We are looking for someone with strong communication, interpersonal and computer skills. The successful candidate will need to be willing to grow personally and professionally and embrace the core values of the business.
For more information please contact Tracey Toy on 03 58 31 5880 or email resume to firstname.lastname@example.org
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Applications close at 30 May 2019 at 10:03 AM.This vacancy was published at 13 May 2019 at 10:03 AM.
For more information or to apply for this vacancy, please call or forward your resume to:
03 58 315 880