As a Paraplanner at our company, you will play a crucial role in providing comprehensive financial advice support to our clients. You will collaborate closely with our internal team and advisors to gather and analyze client data, conduct research on investment products, and prepare financial plans. Additionally, you will be responsible for ensuring compliance, communicating effectively with clients, and handling administrative tasks. To excel in this role, you should have a minimum of 1-2 years of experience in the Australian paraplanning industry. A Bachelor's degree in finance, an MBA, or industry-specific certifications such as the Diploma of Financial Planning, Certified Financial Planner (CFP), or CFA designation are required. Proficiency in financial planning software like XPLAN, AdviserLogic, Platformplus, or similar tools is essential. Strong written and verbal communication skills, attention to detail, and the ability to manage multiple tasks are also key qualifications. Your responsibilities will include preparing Statements of Advice (SOA), conducting research, financial modeling, and projections. You must ensure that all financial plans and recommendations adhere to relevant laws and regulations. Providing administrative and technical support to financial advisers, assisting with client communication, and staying updated on financial products and industry developments are integral parts of the role. Moreover, you should be capable of independently writing complex SOA and ROA, as well as handling tasks such as ongoing reviews, product research, and implementation. The ideal candidate will be able to work in a flexible timing and hybrid structure, adapting to the changing needs of our clients and business. If you meet the experience and qualification requirements and possess the necessary skills to thrive in a dynamic and client-focused environment, we encourage you to apply for this position.,
*Only apply if you have prior experience in the relevant industry. About the Role: We are seeking a skilled and detail-oriented Paraplanner to join our team. The Paraplanner will work closely with our internal team and advisors to provide comprehensive financial advice support to clients. This role will involve gathering and analysing client data, research on investment products, preparing financial plans, assisting with compliance, and communicating with clients. Requirements: Minimum of 1-2 years experience in the AU paraplanning industry Bachelor's degree in finance, MBA, Industry-specific certifications, such as Diploma of Financial Planning or the Certified Financial Planner (CFP) or CFA designation Proficiency with financial planning software such as XPLAN, AdviserLogic, Platform+ or Associated industry software Good communication skills, both written and verbal Attention to detail and ability to manage multiple tasks Capable of writing complex SOAs and ROAs independently Strong analytical and problem-solving skills Capable of working in flexible timing and a hybrid structure Job Description Preparation of SOAs, conducting research, financial modelling and projections Ensure that all financial plans and recommendations comply with relevant laws and regulations Provide administrative and technical support to the financial advisers Assist with client communication, including preparing reports, responding to client inquiries, and scheduling meetings Keep up-to-date with financial products, services, and industry developments to support ongoing learning and development Other ad hoc duties as required