Paraplanner

Summary about this job

Detail information about job Paraplanner. Terms and conditions vacancy

About Us
ESSSuper is one of Australia's biggest super funds with nearly 134,000 members and over $27 billion in funds under management. We're continually seeking to enhance the way we work to exceed the expectations of our members and to meet the evolving demands of our industry.

About the Opportunity
We have an exciting and rewarding opportunity for an experienced Paraplanner to join us to support our Financial Planning team in the production of advice documents. This role is central to the achievement of our member service standards and revenue objectives as part of our wider Member Advice Team.

Within the role you will:

• Produce advice documents for our members to support our Financial Planners
• Assist in the development of financial strategies for our members in conjunction with Financial Planners
• Work with Financial Planners, members and other third parties to collect the information necessary to produce statements of advice (SOA); and,
• Work to ensure that all documents and processes satisfy strict compliance standards.  

What we're looking for
Ideally you will strong depth of experience working as a Paraplanner.  You will be comfortable preparing advice documentation and applying critical thinking when it comes to strategy recommendation.  You will be:

• An experienced Paraplanner with sound technical skills and a strong understanding of superannuation;
• A highly organised individual with a passion for delivering high quality SOA's;
• Someone with well-developed interpersonal skills, including a sound ability to develop relationship;
• An excellent communicator, with attention to detail in both written and verbal communication;
• Someone wanting to put their amazing support skills to good use and make an impact in a growing organisation; and,
• Defined Benefit experience highly regarded.

Essential skills a qualifications include:

• ADF and RG146 qualification (minimum)
• Computer literacy – MS Excel & Word (Intermediate to Advanced level)
• Solid experience using Xplan, including Xtools+ (essential)

What we offer
IMPACT- Your work will have meaning, serving the people who serve the community. We are passionate about serving our members and supporting them in getting the best possible superannuation and retirement outcomes.

DEVELOPMENT- We foster achievement through the development of our people. You'll build expertise and agility that creates professional growth equips you to rise to the challenges of the future. 

FLEXIBILITY- Our benefits and work practices promote the health and wellbeing of our people. We value a supportive, inclusive and family friendly environment.

RELATIONSHIPS- Being part a small organisation within a dynamic sector draws people to ESSSuper, the supportive work environment keeps them here. You'll build strong relationships and collaborate to continually strengthen the experience of our members.

If this sounds like you, please "Apply Now" below.