Paraplanner

Location: Docklands, Victoria
Job Type: Contract
Salary: Negotiable
Contact: Jamie Ferguson
Specialisation: Superannuation & Investments
Reference: 202315_1593592530

Looking for an experienced Paraplanner to join a expanding team working for one of the Top 4 Banks in Australia, on a 12 month contract initially. Great leadership, team culture, and job flexibility all contribute to an excellent opportunity for the sucessful candiates.

Responsibilities

  • To produce quality, compliant, and timely Statements of Advice for Planning Practitioners on a range of simple and complex strategies.
  • Meeting high volume Statement of Advice production targets.
  • Responsible for the provision of strategic input into produce Statements of Advice using XPLAN financial planning software.

Key Role Responsibilities

  • Producing Statements of Advice of varying range of complexity in a timely manner as directed by your Manager utilising Xplan
  • Understanding of more complex structures such as companies, trusts, gearing, defined benefit, and SMSF.
  • Ensuring that quality and compliant advice is prepared for practitioners which meets business designated SLAs as directed by your Manager
  • To ensure all Statements of Advice produced meet Best Interest Duty (BIO)
  • Meeting high volume Statement of Advice production targets
  • Researching products, strategies, and technical issues when required
  • Proactively manage risk; meet all policy and compliance requirements; perform controls; adhere to process and procedures pertinent to role; escalate events/risks where necessary, issues or breaches as they are identified
  • Ensure that Paraplanning services are produced in accordance with NAB FP Licensee Standards
  • Self starter who is also self sufficient requiring a low touch point
  • Diligent with attention to detail and refined time management skills


Role Knowledge & Technical Competencies

  • 2+ years pure Paraplanning experience
  • RG 146 compliant
  • Completed Diploma in Financial Services (DFS)
  • Advanced knowledge of Xplan, WealthSolver, Risk Researcher, & Xtools+
  • Previous experience in a centralised unit is an advantage
  • Thorough understanding of advice strategies including; superannuation; debt management; pensions; Centrelink; tax; investment; insurance; and SMSF.

To apply for this exciting position then please do so online or contact Jamie Ferguson the following:

Telephone - 0448 671 665

Email - jamie.ferguson@porterallen.com.au