Junior Paraplanner

Location: Bondi Junction, New South Wales
Job Type: Permanent
Salary: Negotiable
Contact: Fiona Lu
Specialisation: Banking
Reference: 199613_1575265326

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