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Paraplanner

Job Title: Paraplanner
Contract Type: Permanent
Location: Perth, Western Australia
Industry:
Salary: Negotiable
Reference: 200222_1576202777
Contact Name: Lorraine Njuguna
Contact Email: lorraine.njuguna@porterallen.com.au
Job Published: December 16, 2019 11:46

Job Description

Description:

The Paraplanner role supports Financial Planners by providing high quality financial planning services to existing and new clients. In this role you will develop Statements of Advice that delivers optimal outcomes for clients. You will also provide vetting services for the Financial Planning Practitioners and support innovation to the business.

About the Role:

  • Produce Statements of Advice (SOA's) utilising Xplan and other financial planning software
  • Ensure that quality and compliant advice is prepared for practitioners and meets business designated SLAs
  • Review Statements of Advice to ensure that they meet business requirements as required
  • Maintain continuing educational requirements
  • Proactively manage risk; meet all policy and compliance requirements; perform controls; adhere to Process and Procedures pertinent to role; and escalate events, issues or breaches as they are identified
  • Ensure compliant SOA production and escalation of risk concerns are appropriate

The successful candidate:

  • Relevant Financial Planning Qualifications and Accreditation (eg completed Diploma of Financial Services (or equivalent) & RG 146 will be highly regarded
  • Sound knowledge of social security, superannuation, retirement strategies, taxation & investment theory
  • Outstanding interpersonal skills and a drive to achieve targets
  • Sound knowledge and experience with holistic financial plans

Apply now! or contact Lorraine on 03 8080 7206 quoting reference #200222

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