Paraplanner

Highlights

  • Collaborative and social boutique Financial Planni
  • Competitive salary and educational support availab
  • Central CBD location

Job Description:


Opportunity for an experienced Paraplanner to join a collaborative Sydney CBD Financial Services Boutique.

Role Responsibilities:

  • Review all the information received from the Financial Adviser(s) and assist with strategy development to ensure optimal outcome is achieved for clients
  • Support the advisers in the production of compliant Statements of Advice and Records of Advice for new and existing clients.
  • Manage all workflows to ensure strategic advice is delivered as requested by the Financial Adviser.
  • Manage all workflows to ensure strategic advice is delivered as requested by the Financial Adviser
  • Ensure professional knowledge and expertise continues to be enhanced by maintaining any all education requirements
Role Requirements:

  • Sound technical skills across Superannuation, Estate planning, Insurance, Retirement planning and SMSF strategies is essential.
  • Financial planning software experience essential (Xplan preferred)
  • Tertiary degree in a business or finance discipline
  • DFP / ADFP qualifications
  • Minimum 2 years’ experience as paraplanner
  • Strong communication skills both written and verbal
  • A positive and can do attitude.

This is a great opportunity to join a stable and supportive team.

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