Paraplanner
Provide technical support to two financial planners in our Melbourne office. There is flexibility to consider this role on a part or full-time basis.
Summary about this job
Financial Planning
Company: Willis Towers Watson
Location: Melbourne
Work type: Full Time
Salary: n\a
Phone: +61-7-7803-6431
Fax: +61-8-9818-9944
E-mail: n\a
Site: n\a
Detail information about job Paraplanner. Terms and conditions vacancy
Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimise benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Together we unlock potential.
We are currently looking to appoint a Paraplanner to our Financial Planning Practice in Melbourne to provide technical support to our financial planners. Whilst prior experience is desirable, we will consider candidates who are interested in a career in financial planning who may not have had prior experience.
The Role:
- Prepare strategic statements of advice for clients, under the guidance/supervision of financial planners
- Prepare reports in relation to client reviews and amendment of financial strategies
- Handle routine client queries under the supervision of financial planners
- Ensure client satisfaction through the delivery of high quality service to financial planners
- Constructively participate in team meetings and development including supporting the implementation and use of process improvement strategies
- Conduct financial modelling to assist financial planners determine appropriate strategy for clients
- Assist financial planners with the implementation of the statements of advice
- Oversee processing of documents including application forms and rollover forms, lodgement of forms, plus correspondence associated with these documents
- Play a hands on role in systemising the practice, for example, developing templates as required
- Demonstrate a good understanding of personal financial planning concepts
- Support financial planners in business development opportunities, such as preparing presentations and creating newsletters
- Remain abreast of products, relevant legislation, regulatory controls and other relevant Government initiatives
- Maintain accurate working knowledge of superannuation, taxation, insurance, estate planning and Centrelink
- Act in accordance with Financial Services Reform Act and Towers Watson’s Australian Financial Services Licence
- Ensuring adherence to company standards, quality assurance programs and processes
The Requirements:
- Appropriate qualifications or progressing towards completion of industry education requirements
- Excellent working knowledge of software such as Coin and XPlan
- Proven experience in a similar role dealing with mid-high net worth individuals
- Ideally RG 146 compliant
- Knowledge of corporate superannuation will be highly regarded
- Excellent written and interpersonal communication skills
- Strong attention to detail and high accuracy in own work
- Strong numeracy skills coupled with a demonstrated ability to make commercially sound recommendations
- Initiative, drive and resilience in working in a quick-paced, team-oriented environment
- Strong analytical and problem-solving skills, with critical thinking know-how that converts core issues into workable solutions
- A self-starter able to work with minimal supervision, prioritise workflow and manage multiple tasks simultaneously