Paraplanner
Experience using financial planning and research tools (e.g. Intelligent Office, FE Analytics, CashCalc, Iress...
Experience using financial planning and research tools (e.g. Intelligent Office, FE Analytics, CashCalc, Iress...
management software (e.g., Iress X Plan or similar) Excellent organisational and attention-to-detail skills...
, Iress Exchange, and paperless tools (e.g., Watermark/Papercloud). Highly organised, detail focused, and able to manage...
See yourself being part of a large, transformational change? This could be the role for you! At Iress, we make things..., investment managers, traders and brokers. Iress is one of Australia’s largest technology companies and employs more than...
is scaling rapidly through numerous industry technology partnerships, including a strategic AI partnership with Iress Xplan... strategic AI partner to Iress Xplan, a Microsoft Technology Partner, and deeply embedded within the adviser tech ecosystem...
(Intermediate level) - knowledge of Intelligent Office, iress Exchange and Objectway is desirable. Ability to adapt and use own...
-dependant Advanced experience using the full Microsoft Office suite Desirable Attributes Experience of using Iress XPLAN...
suite Desirable Attributes Experience of using Iress XPLAN and provider platforms Previous experience of working...
. Excellent understanding of mortgage distribution dynamics. Knowledge of sourcing systems such as Twenty7tec, IRESS, Mortgage...
Excel and back office systems. Desirable: - Experience of using CURO or IRESS software;- Experience of using FE...