Paraplanner
About the position
We are seeking a qualified Paraplanner with a proven track record in the financial planning industry. You will be responsible for supporting our financial advisors in delivering high-quality advice and service to our clients. This role requires in-depth knowledge of Australian financial regulations, strategy, and superannuation and insurance products.
Your role and responsibilities will include, but not limited to:
- Conduct financial analysis and develop financial plans for clients.
- Collaborate with financial advisors to ensure client needs and objectives are met.
- Prepare financial planning documents, including statements of advice (SOAs), research documents and file notes.
- Stay up-to-date with Australian financial regulations and industry best practices.
- Conduct research and analysis on financial products.
- Ensure compliance with all regulatory requirements and internal policies.
- Mentor and provide guidance to junior paraplanners.
- Provide exceptional client service and build strong client relationships.
About you
The ideal candidate must have the following skills:
- Bachelor’s degree in Finance, Business, or related field.
- Strong Leadership skills required to mentor junior paraplanners.
- Desired 2 Years experience as a paraplanner in Australia.
- Extensive experience with advice software XPLAN and/or Adviser Logic.
- Thorough knowledge of superannuation and insurance strategies; including experience with industry superannuation funds and insurance in superannuation.
- Experience writing advice documents and familiarity with compliance framework and disclosure requirements
- Ability to perform under pressure.
- Strong attention to detail.
- Strong time management and organisational skills.
Why join us?
- Free meal if working late.
- Modern office with kitchen and lunch cafeteria; breakout room including a pool table and Nintendo Switch.
- Social events to meet team members across the organisation.
- Friendly and supportive team environment.
- Broadbeach location opposite the beach.
- Extensive support and training together with further study opportunities and career development.
- Employee Assistance Program (EAP)
Employer questions
Please answer the following questions in your application:
- Which of the following statements best describes your right to work in Australia?
- How many years’ experience do you have as a Paraplanner?
To apply for this role, please send your resume and covering letter to: peopleculture@