Paraplanner

About the role

We are seeking a dynamic and detail-oriented Paraplanner to join our growing team!

Responsibilities

• Provide support in the preparation of client documentation and reports.
• Assist in the administration of client accounts, including investment and insurance advice.
• Collaborate with senior advisors to ensure accurate and timely delivery of services.
• Manage client files and maintain confidentiality of sensitive information.
• Participate in ongoing professional development to enhance skills in Superannuation, Investments, and Insurance advice.

Requirements

• University degree in Accounting/Finance/Financial Planning.
• Demonstrated experience in Superannuation, Investments, and Insurance advice.
• Proficiency in Xplan, Xtools+, Risk Researcher, and Wealthsolver.
• A mature, disciplined approach to work with exceptional attention to detail.
• Self-motivated with excellent time management skills.
• Outstanding interpersonal skills and a positive attitude.
• Ability to thrive in a fast-paced, growth-oriented environment.

Qualifications

• Substantial experience in Superannuation, Investments, and Insurance advice is a non-negotiable requirement.
• Prior expertise in these areas is essential.

Skills

• University degree in Accounting/Finance/Financial Planning.
• Experience in Superannuation, Investments, and Insurance advice.
• Proficiency in Xplan, Xtools+, Risk Researcher, and Wealthsolver.
• Mature, disciplined approach to work with exceptional attention to detail.
• Self-motivated with excellent time management skills.
• Outstanding interpersonal skills and a positive attitude.
• Ability to thrive in a fast-paced, growth-oriented environment.

Benefits

• Competitive salary commensurate with experience.
• Flexible working arrangements.
• Professional development opportunities.
• Team-based work environment.

Pay

Salary is competitive and commensurate with experience.

Schedule

The role is full-time and operates on an AEST (Australian Eastern Standard Time).