North West Wealth Management are currently recruiting for a Paraplanner/Associate Adviser. You will be responsible for supporting our Advisers with developing strategies that meet their client's individual objectives, financial situation and needs. The role will entail completing research and writing a range of complex strategies that meet the clients requirements. You will write high quality, compliant and complex advice documents.
As a motivated, hardworking and personable individual you will draw on existing financial services experience to contribute to our practice while continually seeking opportunities to further your knowledge. If you enjoy being part of a small team whose focus is caring about their client outcomes, this is the role for you. There is potential for mentoring and progression into an Adviser position as desired.
In this role you will:
Complete product research.
Complete product comparisons.
Take notes during client meetings with the Advisers.
Complete financial modelling and insurance quoting.
Assist in the development of strategies.
Prepare financial projections/ reports.
Write compliant, comprehensive and complex ROA's and SOA's.
Ensure all advice documents adhere to compliance standards.
Prepare accurate strategic, technical, and legislative research for our Advisers.
Our ideal new team member will possess:
A Diploma of Financial Planning (or higher.)
Excellent communication organisation and time management skills.
Strong understanding of XPLAN.
Experience in writing complex, compliant advice documents.