Boutique financial planning firm, inner city location
Competitive salary package
Our client is a specialist financial planning firm that provides comprehensive, goals based advice to its clients.
This position will work alongside their existing senior paraplanner until they retire in roughly 18 months. During this time you will have the opportunity to receive paraplanning training and mentorship from a senior colleague.
The Role
Complete product research & comparisons
Liaise with external providers such as fund managers and insurers
Assist in the development of strategies
Prepare financial projections/ reports
Write compliant and comprehensive ROA's and SOA's
Supporting 2 advisers
Work collaboratively with support staff and advisers
Ensure all advice documents adhere to licensee compliance standards
Receive training and guidance where needed
Assist with some administration tasks where needed
Be prepared to take on more responsibility when current paraplanner retires
About You
Ideally 2+ years experience in an paraplanning role within financial planning
Diploma of Financial Planning or relevant tertiary degree preferable
Experience writing complex, compliant ROA's and SOA's
