Associate Paraplanner

Overview

Are you an analytical thinker and a problem solver? Do you have strong skills in data analysis and financial modeling? Can you thrive in a fast-paced environment?

If your answer is yes, then WE WANT YOU!

We are seeking a proactive and client-oriented Associate Paraplanner to join our team. You will be responsible for delivering rigorous and high-quality paraplanning services to the advice network whilst ensuring compliance with regulatory requirements and providing exceptional support to financial advisors.

• Provide exceptional, compliant, and timely paraplanning services to the advice network.
• Responsible for the development and implementation of Statements of Advice using Xplan financial planning software.
• Prepare high-quality and compliant Statements of Advice and other advice documents on behalf of planners.
• Specialize in advice development to build financial planning and wealth management knowledge and experience.
• Meet and exceed individual productivity targets.
• Ensure that paraplanning service standards are met.
• Guarantee that paraplanning services are in accordance with licensee standards.
• Prioritize the development and maintenance of advanced financial planning software skills.
• Build and reinforce a constructive and high-performing culture (individually and collectively as a team member).
• Maintain minimum education requirements.
• Prepare basic and comprehensive Statements of Advice and other advice documents dealing with various mainstream strategies in particular:
  Transition to Retirement, Income Streams, Wealth Creation and SMSF.
• Develop a good working knowledge of various tax structures (highly regarded).
• Gain proficiencies in using Xplan financial planning software.

• Must have a degree in Accountancy, Financial Management, Business, Banking and Finance, and Economics or any equivalent.
• Preferably has experience working in a Financial Services environment.
• Completion of Advanced Diploma of Financial Services (ADFS) or demonstrated success in continuing ADFS studies is preferred.
• Diploma of Financial Services (DFS) is a plus.
• Must have an advanced understanding of MS Word and Excel Software.
• Can interact (both verbally and written form) effectively with planners.
• Demonstrate strong financial and analytical skills and with keen attention to detail.
• Can work within a team environment, whilst also having individual targets to meet.
• Must be knowledgeable, professional, helpful, and flexible.
• Must be a team player.

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