Competitive salary package, Well respected boutique wealth management firm, Friendly and supportive team environment.
Kings Park Securities is a boutique wealth management firm located in Subiaco that seeks an experienced Senior Paraplanner to join their friendly hardworking team. For the successful applicant, we offer a competitive salary and benefits package, ongoing training and development and a friendly and supportive team environment.
Preparation of both comprehensive and single strategy Statement of Advice documents
Conduct financial modelling and strategy assessments
Collect, collate and analyse research obtained from clients and third-party providers
Recommend appropriate financial planning strategies to meet clients lifestyle goals and objectives
Manage internal and external advice document workflow
Monitor and maintain current technical reference materials e.g. Licensee standards, investment research and Product Disclosure Statement
Maintain awareness of the legislative and compliance requirements for effective delivery of advice
To be successful for this role you must have;
Minimum three years paraplanning experience
A strong knowledge of Xplan or similar industry software
Relevant tertiary qualification or progressing towards (eg. Masters of Financial Planning)
Thorough understanding of the various products, services and strategies available, including legislation and tax implications
Demonstrate a thorough knowledge and understanding of the financial services industry
Ability to assess environmental changes within the industry
Knowledge of regulatory requirements
Committed to progressing towards meeting the FASEA Code of Ethics standard
Excellent communication skills and attention to detail
Be a team player but have a strong personal motivation to succeed.
29/06/2020$0Perth1 Banking & Financial Services
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