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