We are currently seeking a self-starter with vision to join our rapidly growing financial planning business. As someone who believes in providing excellent service at all times, you will also remain calm under pressure with the ability to remain positive and to see the whole picture.
As a business, we pride ourselves on developing and building the skill set of our valued team members and this position is no different. Not only will you be part of our dynamic team of like-minded individuals, your role will also help to design the future of the entire business.
With excellent working conditions and our open-door policy, we are committed to ensuring that each member of our team is continually evolving, learning and developing both personally and professionally as our company does the same.
As our dedicated Paraplanner you will be tasked with -
Undertaking research and analysis across superannuation, insurance, retirement planning and investments
Developing appropriate strategies and recommendations including constructing strategy and working papers
Preparing Records of Advice and review packs
Responding to client queries and gathering outstanding information
Assisting with adviser meeting preparation and discussion points
Overseeing implementation of agreed strategies
Adhere to Company compliance processes and relevant industry guidelines and legislation to ensure full compliance is maintained
You will have the following
Solid experience working in the financial planning industry as a Paraplanner
Strong technical knowledge around holistic advice
Outstanding communication and presentation skills
Ability to work autonomously
Experience using Midwinter an advantage
This role will be predominately based in Adelaide (Ebenezer Place) with a requirement to work from our Murray Bridge 1 day per week. Important to note construction of SOAs are done externally to maximise your time on strategy!