Financial Services Professional

1 week ago


Newcastle, New South Wales, Australia beBeePara Full time $75,000 - $90,000
Role Overview

Support experienced Financial Planners in a dynamic and collaborative environment.

This is an excellent opportunity for a Para Planner to develop their skills and contribute to the success of our team.

  • Provide administrative support to Financial Planners
  • Assist in the preparation of Statements of Advice (SOAs)
  • Collaborate with the administration team to ensure efficient documentation and product information management

This role offers a competitive salary package and opportunities for professional growth and development.

Requirements

To be successful in this role, you will need:

  • Relevant qualifications (Diploma or Advanced Diploma)
  • At least 2 years' experience as a Para Planner
  • Excellent communication and interpersonal skills
What We Offer

We provide a supportive and inclusive work environment that allows you to grow professionally and personally. Our benefits include:

  • A competitive salary range of $75,000 to $90,000
  • Opportunities for career advancement and professional development
  • A dynamic and collaborative team environment
About You

We are looking for a highly motivated and organized individual who is passionate about supporting Financial Planners and contributing to the success of our team.



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