Paraplanner
We seek an energetic Administrator who operates with excellence and integrity, who is a strong team player and always puts our client's needs first.
Summary about this job
Financial Planning
Company: Infusion360
Location: Sydney
Work type: Full Time
Salary: n\a
Phone: +61-2-4363-2178
Fax: +61-8-9239-4772
E-mail: n\a
Site: n\a
Detail information about job Paraplanner. Terms and conditions vacancy
About the business and the role
We are a rapidly growing Wealth Management and Accounting firm specialising in offering services to the Medical Market and Executive Market. We are an innovative and forward-thinking team always looking to outperform our targets
We seek an energetic Administrator to meet the expanding needs of our firm. We seek an individual who operates with excellence, integrity, who is a strong team player and always puts our client's needs first.
As we are an expanding firm, there will be opportunity for career growth in the future.
Job tasks and responsibilities
- Preparation of Statement of Advice / Records of Advice
- Insurance Needs Analysis & Pre-assessments
- Portfolio construction & Analytical research support to advisers
- Cashflow modelling
- Super and Insurance Comparisons
- Management and delegation of excess workflow
- Maintenance of investment models
- Review of Complex Strategies
- Be consistent, compliant with internal policies and the current legislation.
Skills and experience
Essential Qualifications
- DFP – Diploma of Financial Planning (RG146)
- 2 years proven experience within the Financial Planning Environment
- Attention to detail, accuracy, organisation and processes.
- Highly adaptive & willingness to learn quickly
Desirable Qualifications
- Experience as a paraplanner with cashflow modelling
- ADFP – Advanced Diploma of Financial Planning
- Bachelor Degree in Business or Finance related discipline
Job benefits and perks
This role will enhance your career pathways and develop you in a wide range of financial areas
You will have access to some of the most up to date software to make your role enjoyable, automated and efficient
Be part of a close knit team that works together to get the job done for our clients
Business culture that embraces innovation, technology, excellence and integrity.
Being part of a business in growth phase.
Options for career progression.