Paraplanner

Summary about this job

Detail information about job Paraplanner. Terms and conditions vacancy

Australian Unity is a national health, wealth and living organisation with over $2 billion in revenue, providing services to more than 750,000 Australians.  We are a mutual organisation with over 320,000 members and employ over 7000 people.  Our purpose is to help people thrive.  

Your work at Australian Unity will be focused on helping others to thrive, and so we seek to create a work environment that supports you to thrive in your career.  Our offering is to provide products and services that provide personal and community value.  We have more than 175 years of experience helping our customers to thrive. We operate with commercial principles and with a strong social purpose to create community value.

Our products and services are designed to provide peace of mind and support for customers and members at important times in their lives. By catering for the whole person, not just their symptom or problem, we enable our members, their families and their communities to thrive.  We believe that as a member-based organisation we are in the best position to look after the needs of our members and those in the broader community.

Your role

Australian Unity’s Advice division is seeking to appoint a Paraplanner for our Brisbane CBD location. Reporting to the Paraplanning Team Leader, this role is responsible for preparing high quality Statement of Advice documents on behalf of Australian Unity Financial Advisers in accordance with business procedures and policies, as well as client and adviser requirements.

Your remit

Key accountabilities are across these key pillars:

• Preparation of high quality written Statement of Advice documents;
• Contribute to process improvement in terms of paraplanning policies, procedures, maintenance of templates and other resources;
• Ongoing maintenance and development of professional knowledge to satisfy, at a minimum, current industry, AU and legislative requirements. In addition to this, compliance with all business regulatory requirements within AU, completing all necessary regulatory training as required and meeting OHS obligations.

To be successful in this role the following experience is required

• Experience in the preparation of comprehensive statements of advice.
• Experience in using XPlan financial planning modelling software.
• Broad range and depth of technical knowledge.
• Degree / Diploma in financial planning / Applied Finance.
• Other relevant business degree (looked at as favourable).
• Clear police record and capable of being an Adviser.
• Ability to develop and retain relationships, build rapport with financial advisers
• Strong written and interpersonal communication skills.

Join us and thrive!