Support a small team of highly experienced financial advisers as a Paraplanner within a small boutique planning practice in the South East suburbs Company Overview Our client is a leading boutique based in the South Eastern suburbs with a strong client base comprising of both standard and HNW clients. They’re looking for a technically strong Paraplanner to join their high performing team. Along with being provided ongoing professional development, you will have the opportunity to work alongside a team of people who are the best in their field.
Role Overview You will be responsible for supporting senior Adviser’s with developing strategies that meet their client's individual objectives, financial situation and needs. The role will entail completing research, and writing a range of complex strategies that meet the client's needs. This role is not your normal centralised position and will allow you to take on a bit more responsibility.
Working within a team environment, providing tailored financial advice to a range of individual clients by developing high-quality financial strategies and plan documents;Complete day to day operational duties; Implement client recommendations from financial plan, limited advice and financial review documents; Prepare ROA; Maintain and track client portfolios; Responding to technical client queries and following up on outstanding matters. Skills and Experience 1 - 2 years Paraplanning experience; DFP compliant and a commitment to further study, however, ADFP qualification would be an advantage; Good understanding of the advice process and experience within a financial planning practice; Exposure to XPLAN software; Strong technical abilities; Positive can-do attitude, proactive, enthusiastic with a strong work ethic. Whats On Offer This is an excellent opportunity to further develop your technical skills towards becoming a Financial Planner while being part of a collaborative and supportive environment.
To express your interest in this opportunity, please forward your resume using the Apply Now link or contact Hagan Noronha on (03) 9602 9815 for more information..