Technical Paraplanner - Independent Practice

Summary about this job

Detail information about job Technical Paraplanner - Independent Practice. Terms and conditions vacancy

Our Client

Build your career in the Wealth Services division of a progressive and expanding investment and financial advisory firm based in Sydney.  This well-established practice specialising in medical professionals are committed to providing education and financial literacy to all clients. Their philosophy is People first, including their staff, they are committed to your development and success.

The Role

This role will see you supporting a small team of Advisers with developing strategies that meet their client's individual objectives, financial situation and needs. Your role will be varied, busy, challenging and extremely rewarding.  You will be given the opportunity to provide quality strategic advice in all areas of Financial Planning including strategy, investment, risk, SMSF and Super. You will help manage client expectations and provide them with holistic advice.

Duties

• Produce detailed and accurate SoA’s
• Assisting the adviser to develop relevant strategies through research
• Assemble & assist with client portfolios
• Help create a range of appropriate investment strategies
• Maintain and track client files using XPLAN

Qualifications & Experience

• DFP essential
• Previous experience as a Paraplanner / Senior Paraplanner (minimum 2 years)
• Experience using XPLAN
• A desire & proven ability to work collaboratively
• Superior written and verbal communication skills
• Process orientated with the ability to use initiative to solve problems.

Company Culture

People enjoy working here because they get to work with inspiring leaders who are committed to your personal development and success. Their culture is one of accountability, innovation, and excellence which has allowed them to build a successful business and brand.

Some of the key selling points include:

 - relaxed and collaborative culture
 - education assistant and mentorship from Senior Advisers
 - opportunity to develop into a Client-Facing role within 18-24 months

To Apply for this role please press apply now or call James on 0451 831 861