Paraplanner

Summary about this job

Detail information about job Paraplanner. Terms and conditions vacancy

An exciting opportunity had arisen for a Paraplanner who is looking for an opportunity to expand their technical knowledge into more complex strategies.

This is a newly created role born from the rapid expansions of this independently licensed wealth management firm. Your role will be supporting a team of Advisers and their Associates in the SOA/ROA writing for their portfolio of HNW clients.

The firm will be transferring onto an MDA model so experience in this area is desired but by no means required.

Key Responsibilities:

• Constructing SOA’s and ROA’s on Super, Pensions, SMSF’s and personalised investments.
• Research and performance reporting of investments
• Ensuring advice compliance and due diligence.
• Undertake technical training on more advanced strategies for HNW individuals to develop your knowledge outside of the standard retail advice format.
• Allocated time spent on duties and development of out of the normal paraplanning repertoire to foster further career growth.

About you:

• Minimum of 12 months experience in a holistic paraplanning capacity
• Exposure to the preparation of SOA’s with multiple strategies.
• Experience using Xplan
• An interest in the Investment market
• DFP or higher
• Bachelor degree

If you wish to have a confidential conversation prior to applying please call Charis on (02) 8256 5000.