Paraplanner - Financial Planning

Summary about this job

Detail information about job Paraplanner - Financial Planning. Terms and conditions vacancy

A well-established Financial Planning firm in Western Sydney with a client centric focus is looking for a Paraplanner with holistic advice experience to join their accomplished and committed team.

Benefits:

• Above market salary
• Fully integrated business 
• Excellent culture and environment 
• Solid work/life balance

Role: 

As a Paraplanner your purpose will be to prepare and deliver high quality Statements of Advice (SoA) and Record of Advice (RoA) in an efficient and timely manner, by working in partnership with Advisers.

Duties of the role will include:

• Attend meetings with Financial Advisers
• Market research and performance reporting
• Risk Analysis 
• Responsible for projections/modelling 
• Generating SoA, RoA and other advice related documentation 
• Evolving and updating templates in line with industry requirements
• Develop financial planning strategies alongside advisers 

Requirements: 

• Minimum 4 years experience within the Financial Planning industry in Client Service, administration and paraplanning
• Minimum 4 years financial planning or relevant financial services experience 
• Minimum of the successful completion of DFP 4+ or related degree
• Continuing path to complete ADFP and CFP designations
• Strong Xplan background
• Excellent professional writing skills and display an attention to detail

To be considered for this opportunity please APPLY via the link or contact Nathan Tipping - [email protected] or 8256 5000