Job Details
  • Reference380984L_1655254114
  • LocationSydney
  • Job TypeFull Time
  • Posted15 days ago
  • ConsultantVivian Dang

About the Company:

Our client is a leading wealth and investment advice firm that prides themselves on their corporate social responsibility and giving back to the community. They specialise in investment and financial planning advice with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe.

They are looking for a Paraplanner to join their team with the intention of staying long term. Our clients pay above market for the right candidates.

The Role:

  • Develop accurate and succinct holistic Statements of Advice
  • Research products, strategies and technical issues to ensure knowledge is kept current
  • Perform financial modelling to compare financial scenarios for clients
  • Research and obtain information from product providers to ensure best products are available
  • Research replacement products for recommendation to business APL process
  • Deep understanding of the HNW and wholesale client space superannuation both simple and complex strategies
  • Management of client portfolios
  • Work with advisers to develop quality advice for clients

Skills & Experience:

  • Experience with XPLAN is desirable
  • Experience preparing SOAs, product research and selection
  • Experience working within a centralised paraplanning team is desirable
  • Must be degree qualified
  • 3+ years experience as a Paraplanner
  • High communication skills and analytical mindset to think outside the box

For a confidential discussion please email a copy of your updated resume.