Senior Paraplanner
Senior paraplanner required to join a collaborative, high-performing team in our Southport office.
Summary about this job
Financial Planning
Company: The MBA Partnership Pty Ltd
Location: Gold Coast
Work type: Full Time
Salary: n\a
Phone: +61-3-5004-2584
Fax: +61-2-2218-5910
E-mail: n\a
Site: n\a
Detail information about job Senior Paraplanner. Terms and conditions vacancy
- Collaborative, multi-award winning team
- Team health initiatives available
Join an award-winning, wealth management firm which is part of a national network, working with a collaborative high-performing team. This is an opportunity to work alongside our Financial Advisers in a client-focused role.
The opportunity
As a senior paraplanner, your role is pivotal in working with our existing team of para-planners, producing quality and compliant advice. You will liaise with key stakeholders within our organisation and our licencee ensuring the appropriateness of documentation, client strategies, fees, product recommendations and delivery of documentation as part of our advice preparation and delivery process.
About you
You’ll have 3-5 years’ experience in a similar role, hold an Advanced Diploma of Financial Services, accompanied by a complementary degree in Commerce or Finance. A CFP qualification will be highly regarded. You will need to have an outstanding technical understanding of strategies, software and products in order to provide support to the team. A high level of attention to detail, excellent communication and written skills and in-depth technical knowledge of the financial advice process is mandatory.
About us
We are one of the Gold Coast’s largest accounting and wealth management businesses with offices in Queensland and northern New South Wales. Our Wealth Management team is the most successful in Australia within our dealer group. We are a high-performing, tight-knit team who bring out the best in each other while providing mentoring and peer support.
Your development
You will be required to attend relevant professional days, networking and conference events. We will provide you with regular, ongoing training and will help you build on your technical abilities providing you with opportunities to work on your leadership and management skills. Progression opportunities are available.
Responsibilities
- Preparation of Statements of Advice including risk, insurance, investment, wrap platforms and superannuation
- Preparation of Records of Advice
- Researching of client investments and products
- Experience in Xplan or Voyager is essential
- Assisting with investment review analysis
- Financial modelling
- Providing high-levels of client and technical support
- Keep up-to-date with legislative and market changes