Future Paraplanning is a holistic outsource Paraplanning company with its head office located on the Gold Coast. We support Financial Planners from a range of Licensees, with the key role in writing Statements of Advice (SOAs) and Record of Advice (ROAs) in bulk numbers and are expanding our operations to Brisbane.
We are looking for experienced Paraplanner's to join our growing team. Responsibilities will include but not limited to:
Writing large numbers of SOAs and ROAs; focusing on more complex strategies and concepts. For example, use of multiple model portfolios, gearing and SMSFs.
Ability to hit the ground running with minimal training required.
Sound knowledge of X-Plan is a must; ability to create projections and knowledge of Risk Researcher and Wealth Solver.
Ability to work autonomously but also approachable to help other staff within the team.
Ability to write large quantities of SOAs in order to hit monthly KPIs.
Work in a collaborative and consultative manner with advisers to develop strategies that are in the best interest of their clients.
Partake in regular, ongoing internal training to become a leader in their field.
Continually gain a greater understanding of licensee changes and requirements, products and strategies to wow our clients.
Capabilities & Experience
2+ years experience as a Paraplanner.
Applicant will hold a Diploma of Financial Planning or relevant tertiary qualifications.
To be successful in the role you must have the ability to write Statements of Advice autonomously.
You must have a high attention to detail, the ability to think outside the square, and to be motivated to work hard.
Outstanding interpersonal skills and demonstrated ability in time management and delivering high service standards.
A drive to not only achieve targets but exceed them and earn uncapped bonuses.
What we can offer you
An opportunity to be part of a fast-growing organisation and take your career to the next level.
Being part of an organisation where you feel like family and are valued, trained and not just a number.
An organisation that is committed to creating an enjoyable workplace through company culture.
Great office amenities with brand new office fit-out and computers.
Uncapped bonus and earning potential if KPIs are hit.