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Paraplanner

Job No: RS32270
Location: Kew East, VIC

  • Potential to Earn up to $75,000 pa | Negotiable Salary + Superannuation 

  • Established & Growing Financial Services Firm | Immediate Start Avail

  • Ultimate Work Hard, Play Hard Company Culture | Thrive in this Business

 


Our Client


Our client specialises in providing expert advice across all areas of small business and personal finance. They are an organisation of professionals including financial planning, accounting, real estate, research and lending, they are one comprehensive and unified business partnership.

The Opportunity


Our client is seeking a Paraplanner to join their company in Kew East, VIC, with the potential to earn $75,000 per annum | Negotiable Salary $60,000 - $75,000 + Superannuation.

The primary purpose of this position is to draft and finalise all financial plans required by advisers of the company. 

Reporting directly to the Compliance Manager some of your responsibilities include:


  • Assist the Financial Advisors to provide advice to clients
  • Ensuring all documents are accurate, delivered in a timely fashion and current with all appropriate regulatory & AMP FB requirements
  • Conducting first appointment and plan presentation activities 
  • Proactively coordinating the completion and delivery of a financial plan that meets the client’s needs and objectives
  • Maintaining up-to-date technical knowledge
  • Educating clients on matters relevant to their financial affairs
  • Operating in line with compliance standards

About You

  • 2 + years experience in a paraplanning role
  • Diploma in Financial Services or RG146 equivalent
  • Completed Advance Diploma of Financial Services highly desirable
  • Proficient in MS Office and AMP business IT systems
  • Experience communicating with Financial Planners
  • Demonstrate an understanding of all key areas of financial planning 

The ideal candidate will be a self-starter and will be able to work with minimum direction on multiple tasks and meet deadlines.

If you are looking to advance your career, apply today and don't miss out starting this outstanding opportunity to earn and live better as soon as possible.

 

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