Paraplanner - Technical Assistant
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We have an exciting opportunity available for a Paraplanner/Technical Assistant within a highly regarded Financial Services organisation in Perth.
Summary about this job
Financial Planning
Company: Rubicor Professional Pty Limited
Location: Perth
Work type: Full Time
Salary: $60,000 to $65,000 package
Phone: +61-3-1639-4225
Fax: +61-3-6197-9216
E-mail: n\a
Site: n\a
Detail information about job Paraplanner - Technical Assistant. Terms and conditions vacancy
We have an exciting opportunity available for a Paraplanner/Technical Assistant within a highly regarded Financial Services organisation in Perth.The position of Paraplanner/Technical Assistant primarily involves the review of the clients' financial strategy in line with their goals and objectives, assisting Project Leaders and Advisers in delivery client centric advice and meeting documentation, sourcing accurate data and maintaining records whilst also working cohesively with the broader team to ensure that client deliverables are always met.
Responsibilities of this role include;
- Assist in the preparation of Statements of Advice
- Prepare reports and ad-hoc analysis for Client progress meetings
- Portfolio maintenance and construction
- Assist with Cash-flow forecasting and financial modelling
- Research and analytical support to Project Leaders and Advisory Teams
- Participation in team meetings and presentations
- Consistent communication with internal members of the organisation as well as external stakeholder and clients
- Management of client portfolios
- 2 years experience within the Financial Planning Industry
- Completion or progress towards completion of Diploma of Financial Planning, Adv Dip or CFP
- Strong experience in managing to deadline and communicating to a team
- Knowledge of investment platforms, transactions and fee structures
- Knowledge of legislative and compliance requirements
- Knowledge of company structures, Superannuation, SMSF's, Pensions
- Superior communication skills, strong written and presentation skills
- Natural ability to self motivate and work as part of a cohesive team
- Attention to detail, accuracy and ability to be discreet with information
- Demonstrate a commitment to high quality of work and a proactive and analytical approach to problem solving
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