Career Paraplanner - Full-time/Part-time and contractor roles available
Are you looking for a career in paraplanning with no pressure to become an adviser? This may be the job for you!
Summary about this job
Financial Planning
Company: The Advice Docs Pty Ltd
Location: South West Coast VIC
Work type: Full Time
Salary: n\a
Phone: +61-7-8118-9862
Fax: +61-3-8802-9987
E-mail: n\a
Site: n\a
Detail information about job Career Paraplanner - Full-time/Part-time and contractor roles available. Terms and conditions vacancy
Our holistic Outsource Paraplanning business has a broad range of diverse financial planning businesses as clients. Due to increased market awareness of our specialisation of outsourcing and continued growth we are looking for a Paraplanner(s) to join our vibrant team.
The successful applicant will utilise their technical, financial strategy and compliance knowledge to assist our clients and build strong client relationships.
Responsibilities:
Your responsibilities will include, but not be limited to:
- Communicate and work closely with clients to provide increased technical value.
- Identifying opportunities for enhancement to advice documents in line with licensee standards.
- Preparation of Review and new SOAs that will have multiple strategies inc; Superannuation, Risk, Estate Planning and Succession Planning, and SMSF etc
- Completion of comprehensive financial modeling.
- Attending training sessions as appropriate.
- Actively contributing to the success of the company
Attributes:
- Clear written and verbal communication skills
- High attention to detail
- Show initiative and enthusiasm to the role
- Problem solver, can do attitude
Requirements (viewed favorably):
- University Degree in a related field
- Diploma of Financial Planning (RG146)
- Exposure to Xplan and COIN or other financial planning software
- Minimum 2 years experience in a paraplanning role
The successful candidate/s will be rewarded with a competitive remuneration package and the opportunity to develop a career in the fast pace paraplanning industry.
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