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Paraplanner

Job Title: Paraplanner
Contract Type: Permanent
Location: Melbourne CBD, Victoria
Industry:
Salary: Negotiable
Reference: 202106_1595220263
Contact Name: Jamie Ferguson
Contact Email: jamie.ferguson@porterallen.com.au
Job Published: July 20, 2020 14:44

Job Description

Our client is looking to recruit an experienced Paraplanner. Working with a wide range of clients this role will give the succesful candidate the chance to learn and develop their career.


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
* 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:
* Experience in working with HNW clients would be preferable
* Experience preparing SOAs, product research and selection
* Min 3 years experience as a Paraplanner
* High communication skills and analytical mindset to think outside the box

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