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Paraplanner – Leading Private Wealth Manager – 12 month contract

Written by Anton Murray Consulting on .

Location: Sydney

Salary description: Competitive

  • Contract or Temporary
  • 3 to 7 years of experience

A leading Australian stockbroking firm is seeking an experienced Paraplanner with 2+ years’ experience to assist financial planners by providing technical assistance in the preparation of financial strategies and delivering financial advice to clients.

Responsibilities:

•    Meeting with clients to discuss financial planning strategies and advice.
•    Ensure timely completion of all Statements of Advice.
•    Maintain compliance within all correspondence and Statements of Advice.
•    Maintain a strong technical knowledge and resourcefulness in sourcing technical and strategic information.
•    Maintain knowledge on legislation in relation to all aspects of Financial Planning, including superannuation, social security and taxation.
•    Identify and implement enhancements to processes in how we deliver financial advice to clients.
•    Maintain and acquire knowledge of latest financial planning strategies and report back to management for dissemination to advisers to ensure the ongoing advice to clients is leading edge.
•    Assist other Para planners across the organisation.
•    Provide training and information sessions where appropriate.
•    Prepare clients’ periodic reports and where necessary make recommendations on alternative strategies.
•    Conduct research, when required, on various listed and unlisted investments.
•    Identify and implement enhancements to processes and procedures in the paraplanning and strategic advice fields.
•    Provide additional assistance to the department and other departments on an as required basis.

Experience:

•    Completed a degree in Financial Planning, or related field.
•    RG 146 in all financial planning related specialisations.
•    At least 2+ years’ Paraplanning experience.
•    A thorough understanding of the X-Plan software package.

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