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Para-Planner - Brisbane

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Administrative Services
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46717 Requisition #
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Progress your para-planning career with a global brand, must have a strong eye for detail with a proactive and energetic disposition

 

About the business?

 

The Employee Benefits division of Gallagher has over 150 offices globally, with over 3,300 employees worldwide. With this new global presence, we are able to cover over 140 countries within our network to deliver marketing-leading advice at a business and personal level. The Gallagher Benefit Services division is continuing to grow as more and more businesses discover the Gallagher alternative. 

About the opportunity?

 

We currently have a great opportunity for a proactive Para-Planner to join our Brisbane team where your focus is to prepare Financial Plans for Advisers and ensure all Fact Finder, Statements of Advice templates and all other compliance documents are current and in line with dealer group requirements.

What are we looking for?

  • Diploma of Financial Planning or on way to completing DFP/ADFS
  • RG146 Compliant
  • Finance or Economics Degree looked upon favourably
  • Min 2 years of paraplanning experience
  • Sound knowledge of Xplan software
  • Knowledge of Risk, Super and Investment advice
  • Experience in development and writing of SOA justifications
  • High attention to detail with strong focus on compliance
  • Strong analytical and problem solving skills
  • Team player
  • Client servicing skills
  • Energetic and proactive disposition

 

What are we offering?

  • Attractive salary package
  • Ongoing training, support and mentoring
  • Opportunity to progress your career locally with a global brand
  • We pride ourselves on being a socially responsible, ethical, and teamwork driven company, expressed through a set of shared values outlined in The Gallagher Way (https://www.ajg.com/about-us/the-gallagher-way/
 
How to apply?
Please apply for the position online or of additional information contact Libby Prouse 03 9412 1189
 
Any offer of employment and subsequent continuing employment is dependent upon the completion of relevant pre-employment background checks. All applicants are required to undergo employment screening through probity checks prior to commencing.