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Paraplanner

Job Title: Paraplanner
Contract Type: Permanent
Location: Sydney, New South Wales
Industry:
Salary: AU$83000.00 - AU$90000.00 per annum
Reference: 191427_1547002550
Contact Name: Anson Lam
Contact Email: ansonl@porterallen.com.au
Job Published: January 18, 2019 12:40

Job Description

An excellent opportunity has arisen for a Paraplanner to join a leading Australian Bank and have the opportunity within a tight knit team, to learn and develop your career, whether your goal is to becoming a senior paraplanner, adviser or growing in other areas within the financial industry.

We are seeking a motivated and driven individual with experience preparing personalised statements of advice ensuring they fit the client's lifestyle and financial planning needs.


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
  • Work with advisers to develop quality advice for clients

You Will Need:

  • MUST have solid experience with XPlan or COIN
  • Experience preparing SOAs, product research and selection
  • Must be degree qualified
  • Min 2 years experience as a Paraplanner
  • High communication skills and analytical mindset to think outside the box

For more information or a confidential discussion, please contact Annaleise Hudson quoting reference 191427