Job Details
  • ReferenceBH-140951
  • LocationLane Cove
  • Salary100000
  • Job TypePart Time
  • Posted25 days ago
  • ConsultantAnson Lam
About the Company:

An excellent opportunity has arisen for a Paraplanner to join a medium sized Financial Planning/Accounting practice experiencing growth. This is a part-time position for 3 days per week with flexibility to work from home part of the week. 

They are passionate about providing great client service, with high value and high touch focus to clients. This is an ideal position for you if you enjoy supporting advisers and focus on the strategy side of advice. 

The Role:
  • Working with Financial Planners on strategy development and research for clients
  • Preparation and implementation of statements of Advice (SOA) and Records of Advice (ROA)
  • Preparation of cash flows and projections
  • Preparation of strategy documents 
  • Provide financial advisers with technical support within a changing legislative landscape
  • Manage and respond to client queries within specific time frames
  • Prepare all advice documents including Fee Disclosure Statements, ongoing service agreements, invoices and relevant paperwork
  • Maintain client interactions, files and database records (XPLAN)
Skills & Experience:
  • 12+ months paraplanning experience is essential
  • XPLAN experience preferred
  • Strong communication skill is required for this role
  • Excellent written and verbal communication skills
  • Ability to work autonomously and as part of a team
  • Must have a can-do attitude
Please apply by emailing your updated resume for a confidential discussion.