Paraplanner - Sydney - Mascot

Summary about this job

Detail information about job Paraplanner - Sydney - Mascot. Terms and conditions vacancy

• High Performing Team.
• Boutique firm on a rapid growth path.
• Great opportunity to build further technical expertise.

We are a boutique financial planning firm in Sydney and Melbourne, offering clients a truly holistic advice model. A small, nimble and experienced team with big ambitions, this is a great chance for the right person to be well rewarded for helping grow a business with plenty of opportunity.

This isn't just a paraplanning role. The kind of person we are looking for will be involved in many areas of what we do and play an integral part of the business's growth strategy and daily operational functions. If you are technically-gifted, highly proactive, a team-player, self-directed, and comfortable in small business, this could be the role you're looking for.

The Role
We are looking for an individual to utilise their technical, strategic and compliance knowledge, whilst building on your management experience. Our complex plans & strategies are the lifeblood of our business, and we need a qualify person to produce quality plans

Main duties of the role are as follows:

• SOA and ROA creation across a number of areas including SMSF, retirement, investment, risk and tax planning
• Undertaking strategic analysis and financial modelling
• Provision of technical and compliance guidance to the wider team as they arise
• Contributing to developing & refining plan production processes
• Establishing reliable and effective relationships with advisers and other key stakeholders
• Managing workflow and adviser expectations
• Liaising with planner & support staff to understand strategy
• Following up clients for outstanding information
• Review client files in preparation of review appointment, including cash flow analysis and retirement planning analysis
• Managing the annual audit process to ensure good outcomes
• Completing research to produce compliant plans
• Support Financial Advisers with the implementation of financial strategy and provide technical input

About You
To be successful in this role you will be positive and enthusiastic in nature with a desire to provide coaching and a supportive environment to your team. You will also have:

• Degree in a relevant financial discipline preferable
• Advanced Diploma in Financial Planning
• Minimum 2 years operational experience in Paraplanning and experience in a management capacity
• Strong foundations in technical knowledge and excellent attention to detail
• Ability to work autonomously and exceptional organisational skills
• High level written and communication skills
• Willing to be a fantastic team player, with an excellent attitude toward the role.
• Up-to-date knowledge of the current Industry Compliance standards
• Good time management skills 
• Very Tech-savvy - MidWinter experience preferred

We are ready to hire immediately, so do not delay your application.

To submit your cover letter and resume, please do so via the APPLY button