PARA PLANNER

Join Dalle Cort Financial Services; a young, highly motivated team with a strong client focus.

 

Launch your career with Townsville’s most successful financial planning practice.

Successful applicants must:

 

  • Have achieved/achieving Bachelors Degree

  • Be PS 146 Compliant

  • Have achieved/achieving DFS and ADFS

  • Have attention to detail

 

Aspects of the role:

 

  • Understand the purpose  and how to create records of advice and statement of advice

  • Ensure that all advice documents are within set standards

  • Lodge and follow up insurance applications

  • Carry out research for new and existing clients

 

Please submit your application including cover letter, resume and referees to:

 

Dalle Cort Financial Services

PO Box 6006
Townsville QLD 4810
or
mail@dallecort.com

©2019 Dalle Cort Financial Services - Terms & Conditions   |   Privacy Policy

1/1