Paraplanner
Progress your career with Australasias leading provider of integrated financial advisory & accounting services.
Summary about this job
Financial Planning
Company: Centric Wealth
Location: ACT
Work type: Full Time
Salary: n\a
Phone: +61-7-7154-4624
Fax: +61-7-9620-6610
E-mail: n\a
Site: n\a
Detail information about job Paraplanner. Terms and conditions vacancy
- Be part of an exciting growth phase
- A high performing team and collaborative team culture
- Extensive career progression opportunities
About the Role
As a Paraplanner, your role will involve supporting the company's Advisers, producing compliant Statements of Advice using Midwinter in a timely manner. This role will also see you making strategy and product recommendations, product comparisons, Insurance needs analysis, and provide alternative strategies.
As the company offers the full spectrum of financial services under the one roof, you will be partnering with our internal teams (including Compliance, Accounting and Audit, Investment and Product Services) to ensure the appropriateness of documentation, client strategies, fees, product recommendations, and delivery of documentation.
What we offer:
- A structured career development pathway and the opportunity for personal and career growth within a diverse company;
- Be a part of a business that is innovating how we deliver holistic financial advice to our clients’;
- The opportunity to gain exposure to a broad range of financial strategies and financial professionals helping build your network and capabilities;
- In-house learning and development including a structured Employee Development program;
- A high performing team and collaborative team culture;
- Competitive remuneration package and additional employee benefits.
To be considered
- 1 + years’ experience in para planning
- DFP qualified
- Experience on all types of advice and a variety of products
- Financial services industry experience and knowledge
- High quality communication skills and professional presentation
- Passion for advice quality, accuracy and timeliness
- Xplan, COIN or Midwinter systems experience are essential
Who we are
Centric Wealth is a leading wealth management firm, providing our clients with personalised advice and solutions for their complete financial well-being. We believe that clients invest in our advice for a financial return, emotional benefits and as a way to ensure that their best laid plans are not derailed.
We put our clients at the heart of everything we do. We are able to do this because Centric Wealth is not owned by a large financial institution. We are not owned by a financial institution, bank, or insurer, so we work with you to help you find the best solutions for your lifestyle and personal circumstances. This gives our clients the confidence that comes from advice that is both expert and holistic.