An excellent opportunity has arisen for a junior paraplanner to join a leading firm. They are seeking a motivated and driven individual with experience with XPlan and ROA's.
This role is a rare opportunity to learn and develop your career. There are many development opportunities that support your long-term goals, whether it is becoming a senior paraplanner, adviser or growing in the financial industry.
The Role:
- Develop accurate and succinct Statements of Advice
- Research products, strategies and technical issues to ensure knowledge is kept current
- Review PDS documentation
- Deep understanding of risk and compliance in relation to investments, insurance, superannuation both simple and complex strategies
- Management of client portfolios
- Engage in development and training programs
- Work with advisers to develop quality advice for clients
You Will Need:
- MUST have solid experience with XPlan
- Must be degree qualified
- DFP is highly regarded
- Min 1 years' experience as a paraplanner
- High communication skills and analytical mindset to think outside the square
- Strong attention to detail
Please apply by the link below or email Fiona Lu directly on email fiona.lu@porterallen.com.au or call on 02 8247 5703 for a confidential discussion
