Career Paraplanner

CAREER PARAPLANNER?

Are you an exceptional Paraplanner seeking an environment where your skills and experience will be acknowledged and valued?

Do you want a long term role in a growing business that provides quality ethical advice to their clients?

A friendly positive team of highly experienced Financial Planning Professionals.

DUTIES AND RESPONSIBILITIES

• Prepare timely Statements of Advice; SOA attachments and SOA working papers and electronically file correctly for compliance purposes.

• Collect, collate and analyse research obtained from clients and third-party providers.

• Complete Term Deposits reviews and generate advice, if required.

• Complete superannuation and non-superannuation investment portfolio reviews and generate advice, if required.

• Monitor and maintain current technical reference materials, e.g. adviser guides, investment research, direct stocks model, performance statistics and Product Disclosure Statements.

• Meet with Advisers to discuss the recommendations and any advice nuances that may impact the advice outcomes.

• Keep abreast of market movements and raise relevant matters that may impact client advice and/or approved product list.

• Maintain awareness of the legislative and compliance requirements for effective delivery of advice.

• Build and maintain good relationships with internal teams for ease of administration and smooth processing.

• Contribute to the weekly team meetings and be willing to up skill and learn more from peers.

KEY ATTRIBUTES, SKILLS AND QUALIFICATIONS

• Three or more years in financial planning, exposure to Xplan.

• Relevant tertiary qualification or progressing towards (eg. Graduate Diploma of Financial Planning) preferred but not essential.

• Excellent attention to detail, a natural affinity with numbers.

• Well-developed written and verbal communication skills.

• Production centric attitude, ie. A good time manager.

• Be a team player but have a strong personal motivation to succeed.

• Have a caring and amiable disposition.

• Be flexible and enjoy change, consider ongoing improvement as a norm.

• Committed to personal and professional development and willingness to attending seminars and professional development sessions outside business hours.

• Desire to progress towards meeting the FASEA Code of Ethics standard.

COMPUTER SYSTEMS

• Xplan, Microsoft Suite, third party websites, custom built software.

If this role is of interest please call Chris Killen on 0425 726 *** or apply as directed below.