Job Details
  • ReferenceBH-140828
  • LocationSouth Australia
  • Salary$80000 - $100000 per annum
  • Job TypeFull Time
  • Postedabout 1 month ago
  • ConsultantAnson Lam
About the Company:
Our client is a medium sized financial and accounting firm. They provide the opportunity for clients who lack strategy to plan and grow their wealth in the most effective way. They are passionate about providing great client service, with high value and high touch focus.

This position is the ideal position for someone with strong experience as a paraplanner across holistic advice. You will review and mentor the team's work ensuring all ROAs and SOAs are compliant and up to scratch. 

The Role:
  • Working with Financial Planners on strategy development and research for clients
  • Preparation of statements of Advice (SOA) and Records of Advice (ROA)
  • Provide financial advisers with technical support within a changing legislative landscape
  • Assist and train junior paraplanners
  • Oversee the paraplanning function to ensure all SOAs and ROAs are compliant
  • Attend client meetings and prepare cashflow and projections
  • Maintain client interactions, files and database records (XPLAN)
  • Work collaboratively in a team to improve various business processes

Skills & Experience:
  • Must have expeirence as a paraplanner 
  • XPLAN and XTools experience is essential 
  • Strong attention to detail
  • Excellent written and verbal communication skills
  • Ability to work autonomously and as part of a team
  • Must have a can-do attitude
To apply, please email with your updated CV.