Senior Paraplanner/Paraplanner
As a result of the dynamic growth within our company, an exciting opportunity exists for a highly motivated and energetic individual to join our team.
Summary about this job
Financial Planning
Company: Equiti Group Pty Ltd
Location: Sydney
Work type: Full Time
Salary: n\a
Phone: +61-3-4702-2840
Fax: +61-2-4039-5775
E-mail: n\a
Site: n\a
Detail information about job Senior Paraplanner/Paraplanner. Terms and conditions vacancy
Equiti Private Wealth is a highly respected financial advisory firm that helps people achieve their financial goals and dreams through effective wealth management.
Our suite of services includes financial advisory, investment management, SMSF administration, property, finance and legal services and our mission is to bring private wealth management to all Australians. We are a privately owned Australian Financial Services Licensee (AFSL) located in Parramatta CBD close to public transport.
An exciting opportunity exists for a highly motivated, energetic and top performing individual to join our successful team as a Senior Paraplanner or a highly experienced Paraplanner.
The Role
Sitting in our Financial Planning arm, we are looking for a highly motivated and experienced Senior Paraplanner/Paraplanner to join our current friendly, well organised team. This role will predominately involve developing quality Statements of Advice to our valuable clients.
The main focus of the role includes the following:
- Be an integral part in helping our Senior Financial Planners to develop financial solutions for clients
- Sit along side our existing Paraplanner/s working on improved processes within the team
- Utilise information provided by the Financial Planners to develop financial strategies on wealth accumulation, insurance, retirement, social security and estate planning for our clients
- Prepare quality and tailored Statements of Advice for each client, which may include Self Managed Super Fund strategies
- Ensure compliance throughout the preparation and delivery of Statements of Advice
- Full participation at Investment Committee Meetings
- Preparation and distribution of Technical and Educational articles internally and externally
- Engaging in team activities
Skills Required:
- Completed your Diploma in Financial Planning (modules 1-4)
- At least 18 months Paraplanning experience
- Working knowledge of XPLAN and related modules
- Technical & strategy creation experience
- Excellent computer skills (Word & Excel)
- Excellent oral and written communication skills
- Fast learner
Reporting directly to the Head of Administration, Compliance & Training, you will need to be organised, able to juggle a number of tasks, be a great communicator, have a high attention to detail and possibly be willing to develop your career in Financial Planning.
You will be appreciated for your hard work, well respected, will be given in-house training and future studies within in the industry will be encouraged.
If you would like to be considered for this opportunity then click on 'APPLY' and submit your resume. If you would like any further information about this position prior to applying, then please phone Sandi McNamara on 1300 990 990 for a confidential conversation.
Only shortlisted applicants will be contacted and availability for an interview will be required over the next 2 weeks.
By the way, this is a PERMANENT POSITION amongst TALENTED people. But you'd better be quick, because we're on a FAST TRACK … and we're looking for RUNNERS.