Paraplanner

Large existing client base, Boutique firm holding Independent AFSL, Supportive family friendly environment.

The Company

With a holistic approach to their client's needs, this is an opportunity to be part of a team that truly cares for its clients. This organisation has a supportive and focused team offering exposure to a full range of financial products including superannuation, risk, insurance, wealth management and retirement planning.

The Role

As a Paraplanner, you will provide extensive support to the advice team.  You will be required to produce SOA's covering a variety of strategies with varying complexity.   

The successful candidate will have previous experience as a Paraplanner, Ideally, you will need a strong understanding of financial planning principles and be RG146 qualified.  Advanced technical skills and knowledge in SMSFs, gearing, insurance, investments, taxation, superannuation, cash flow modelling and estate planning knowledge would be highly regarded. 

You will work closely in a collaborative environment which will see you both gain and share knowledge as you support the delivery of tailored, holistic advice documents to our advisers.

Your key responsibilities will include:

  • Writing ROAs and complex SOAs
  • Assisting the adviser to develop relevant strategies through research.
  • Continually improve the SOA production process  
  • Ensure advice documents are accurate, are professionally and logically presented, maintain internal compliance and follow all relevant company policies.
  • Knowledge of the regulatory environment and an understanding of the importance of working within that framework.

 

Benefits

  • Highly competitive salary
  • Job security with a well-established and respected Newcastle practice.
  • A professional, supportive and friendly culture, where staff are truly valued.
  • A process that allows you to see the difference youll make in our clients lifes. 

25/11/2019 $0 Newcastle, Maitland & Hunter 1 Banking & Financial Services
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