Senior Paraplanner

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.

Key Responsibilities

  • 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

Key Requirements

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 $0 Perth 1 Banking & Financial Services
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