Senior Paraplanner

Leading edge independent practice, Strong client first philosophy, Dynamic team environment.

Your new employer


Hood Sweeney Pty Ltd is a medium tier, multi-disciplinary professional services firm, which has been operating successfully in Adelaide and Whyalla for 40 years. Throughout this period, we have sustained our growth by building meaningful, long-term relationships and providing a superior client experience.

 

Within the Financial Planning arm of Hood Sweeney, we take pride in delivering quality advice to high net-worth individuals with a focus on business owners and service professionals. We promote a culture of autonomy, accountability and innovation which contributes to the exceptional service our clients receive.

 

We have our own AFSL making us responsible for all facets of running a financial planning business. We take this responsibility very seriously and ensure we maintain high professional standards in all we do.

 

Your new role


As a Senior Paraplanner your role will include:
 

  • Analysing client information to provide clear financial planning strategy direction
  • Providing technical know-how and financial modelling
  • Developing financial planning strategies for clients
  • Preparing high quality, complex Statements of Advice, Strategy Papers and other advice documents on behalf of our Financial Planners
  • Constructing portfolios and compiling investment research
  • Liaising with our Financial Planners around strategy
  • Keeping abreast of regulatory and compliance requirements and communicating changes to the FP team
  • Actively involved in training & development for our technical team
  • Assisting in practice development and managing of our AFSL

 

What we need from you
 

Applicants should have:

 

  • Minimum three years' experience in paraplanning
  • Outstanding technical knowledge and analytical skills
  • Excellent organisational skills and attention to detail
  • Autonomous, self-directed approach and strong sense of ethics
  • Proven efficiency and competency in constructing SOAs and other FP related documents
  • Ability to identify when processes need improving and implementing improvements
  • Working knowledge of Xplan software and strong competence in the Microsoft Suite
  • Appreciation for the role of technology in the delivery of financial advice.

 

 What we will provide for you

 

  • Competitive salary package
  • Opportunity to work in an innovative and growing practice
  • Exposure to a sophisticated HNW client base to further strengthen your technical capabilities
  • Provides experience and insight to the management of a licensee.


Take action


Don't miss the opportunity to join a leading financial planning team in Adelaide and see your career go from strength to strength. 

30/03/2021 $0 Adelaide 1 Banking & Financial Services
Apply for this job

Option 1: Use this option if you want to upload a new cover letter and a Resume file

Apply Now ! Send Your Resume