An excellent opportunity has arisen for a Senior Technical Paraplanner to join a reputable mid size accounting/advisory firm, offering clients a truly holistic advice model.
This is an excellent opportunity to work in a flexible team environment with a professional and reputable Financial Planning business located in the heart of Brisbane CBD. This organisation is well known for having an ethical and professional team who focus on quality advice, and put the clients needs first every time.
In this role you will work closely with 3 Senior Financial Planners, helping them manage their clients by preparing Statements of Advice for a wide range of strategies.
As the Senior Paraplanner you will report to the Managing Partners, and your responsibilities will include but not be limited to:
Assist 3 Senior Financial Advisers with all Paraplanning and research and developing the strategy
Work with advisers to develop advice strategies
Research products, strategies and technical issues to ensure knowledge is kept current
Deep understanding of risk and compliance in relation to investments, insurance, superannuation both simple and complex strategies
Assist with technical queries raised by Financial Advisers and Associate Advisers
Prepare the SoA's and submit to Financial Adviser/s for review and revise as required.
Review/prepare relevant Financial Modelling for client situations
You will be supported by a dedicated team of client services officers who will implement the advice you have written, so this is not an admin role.
This business will offer you the opportunity for unparalleled hands on training and support.
Proven Paraplanning experience and experience developing strategy (Mandatory)
'Working closely with Advisers and coming up with your own ideas
Excellent communication skills
Ability to manage multiple tasks efficiently and autonomously
Have good understanding of financial planning concepts and strategies
Be a motivated, enthusiastic person who shows initiative and works effectively in team environment