Paraplanner

About In Wealth Financial Services
In Wealth Financial Services provides paraplanning and back office support to licensees and independent financial advisers throughout Australia.

The Role
Due to increased demand, we have an exciting opportunity within our organisation for a contract paraplanner. The role is home based offering you flexibility in work volumes and hours.

What you would do
At its core, you will be required to prepare accurate and compliant SoAs for our clients. You will liaise with our workflow co-ordinator with regards to the number and complexity of the plans you can take on. You will be assigned a mentor to assist in getting you up to speed with licensee requirements and you will work directly with the adviser to ensure you understand the detail supplied in the request. Once complete your work will be reviewed and feedback provided in order to continue to improve and grow in the role.

Is this Role for me
This role would ideally suit a highly skilled paraplanner who is either:

  • currently working as a contractor and looking for additional and consistent workflow;
  • a primary caregiver who is wanting to transition back into the workforce or;
  • a full time paraplanner looking to transition into contracting for increased flexibility in work hours.

You will need to have the following skills and attributes:

  • A minimum of 2 years experience as a paraplanner.
  • Excellent skills and experience with Xplan and Xtools+.
  • Have already obtained your diploma of financial planning and be willing to continue on to your advanced diploma
  • The ability to work both quickly and accurately.
  • High level verbal and written communication skills
  • a professional, courteous and pleasing manner

 
We are looking specifically for paraplanners who can hit the ground running. Unfortunately this role is not suitable for those who have limited prior experience paraplanning or limited exposure to the paraplanning software detailed above.
 
In addition to the above, you will need:

  • a PC with the latest MS Office and antivirus software;
  • be willing to meet our stringent security requirements;
  • be available to take calls during business hours
     

How To Apply

  •  A cover letter outlining your skills and experience
  •  Your updated resume

   

16/03/2020 $0 Sydney 1 Banking & Financial Services
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