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Paraplanner

Job Title: Paraplanner
Contract Type: Contract
Location: Docklands, Victoria
Industry:
Salary: Negotiable
Reference: 207116_1610414069
Contact Name: Jamie Ferguson
Contact Email: jamie.ferguson@porterallen.com.au
Job Published: January 12, 2021 12:14

Job Description

Looking for candidates to apply relevant specialist knowledge and experience to understand, influence and advise internal and/or external clients. Functions including the use of discretion/delegation and authority may be carried out within clearly defined policies, principles and specific objectives and may include people leadership roles with leadership accountability for a team, or teams, of employees. Employees are responsible for the delivery of work but accountability may sit at a higher Group.

Core Responsibilities

  • To produce quality, compliant, and timely Statements of Advice on a range of simple/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 alongside Financial Planners.

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 Licensee Standards
  • Self starter who is also self sufficient requiring a low touch point
  • Ability to interact (both verbally and written form) effectively and respectfully with Financial Planners
  • Diligent with attention to detail and refined time management skills

Role Knowledge & Technical Competencies

  • 2+ years pure Paraplanning experience
  • Advanced knowledge of Xplan is a MUST, WealthSolver, Risk Researcher, & Xtools+
  • University Degree qualified in a related discipline
  • RG 146 compliant
  • Advanced understanding of Word and Excel software
  • 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.

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