Financial Services Assistant/Paraplanner

We put our clients at the top of every facet of our business. Our Perth practice operates as part of a global organisation who specialise in UK pension transfers, however we do so much more!

 

If you want exposure to global financial advice strategies and wish to become part of a fast growing company which supports career progression and encourages continuous improvement, then please read on.

 

As a paraplanner within a paraplanning team, your main role will be to support our financial planners in the creation of compliant advice documents and technical assistance, whilst liaising with the administration team to offer the highest level of service to our clients.

 

Responsibilities

The Paraplanner will be responsible for, but not limited to, the following tasks:

  • Producing detailed and structured advice documents based upon the needs and requirements of our clients.
  • Liaising with advisers to ensure individual cases are completed accurately and in a timely manner.
  • Drafting bespoke technical reports and financial modelling.
  • Organising workflow and management of ongoing workload.
  • Liaising with Superannuation Fund's and administrators to gather required research information.
  • Identifying areas to improve efficiencies and streamline business processes.

 

Must have

  • Strong organisational and workload monitoring skills
  • Technical report writing, grammar and spelling skills
  • Confident phone manner and excellent communication skills
  • High attention to detail and accuracy
  • Ability to work well in a team
  • Computer literacy/Microsoft suite skills

 

Great to have (but not essential)

  • Qualifications in Financial Planning or related
  • Prior Paraplanning experience
  • Xplan experience (XTools + and Wealthsolver)

 

The position is permanent full time and a salary commensurate with experience can be expected.  The right candidate has a great opportunity to grow with this company. We are seeking an individual who is adaptable in a dynamic environment and values team-work, integrity and continuous improvement.

25/11/2019 $0 Perth 1 Banking & Financial Services
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