Paraplanner
Hybrid · Sydney, New South Wales, Australia or Melbourne, Victoria, Australia
Job Summary
Collaborate with Advisers, Partners, Associate Advisers & other in-house specialists to formulate advice and investment strategies that provide optimal client outcomes. Generate tailored advice documents (SOAs and ROAs) within agreed time frames & service standards. Meet individual quality and productivity targets. Prepare financial calculations, modelling and detailed cash flow analysis. Paraplanner role supporting advisors in wealth management across multiple brands, with emphasis on investment strategy, superannuation, retirement planning, personal insurance, taxation and estate planning. DFP or equivalent and RG146/CPD training required, 1-3 years paraplanning experience, experience with XPLAN, strong teamwork, time management, attention to detail, and proactive process improvement.
Required Qualifications
- DFP or equivalent
- Completed FASEA/RG146 CPD training & development
- Minimum 1-3 years paraplanning experience
- Experience with XPLAN financial planning software
- Experience in preparation of investment & strategic reviews including superannuation consolidation, retirement, personal insurance, structures, taxation, income streams & cash flow modelling
- Ability to work effectively in a team environment
- Excellent time management and organisational skills
- Strong attention to detail
- Proactively seek opportunities to create administrative efficiencies & improve internal tools and templates
- Contribute to effective risk and compliance management through ensuring appropriate measures, controls and activities are taken to fulfil corporate and regulatory compliance
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