Paraplanner

THE OPPORTUNITY:

Our client is a well established firm, located in a growing suburban hub in Brisbane, with easy access to shops, cafes and public transport. Having been in operation for almost 50 years, a fantastic opportunity has arisen for an experienced paraplanner to join their team. This highly successful firm specialises in providing comprehensive advice to their growing client base. 

BENEFITS:

• Join a successful and stable business
• Exposure to a variety of clients
• Supportive culture with the opportunity for progression
• Opportunity to assist with audits and compliance
• Flexible start and finish times

• Complete product research and comparisons
• Support a team of advisers
• Assist in the development of strategies
• Prepare compliant, comprehensive and complex SOA's and ROA's
• Liaise with external providers such as fund managers and insurers
• Ensure all advice documents adhere to compliance standards
• Prepare financial projections/ reports
• Work collaboratively with support staff and advisers

• 3+ years experience in an paraplanning role within financial planning
• Completed FASEA approved studies is ideal but not necessary
• Experience writing complex ROA's and SOA's
• Previous experience dealing with holistic advice (Super, Insurance, Investments, Estate Planning, Retirement Planning etc)
• High attention to detail
• Have a high knowledge of financial planning regulations and compliance
• XPLAN experience including modelling and Xtools