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Paraplanner

Job Title: Paraplanner
Contract Type: Contract
Location: Sydney CBD, New South Wales
Industry:
Salary: Negotiable
Reference: 177851_1512020588
Contact Name: Nandani Gosai
Contact Email: nandanig@porterallen.com.au
Job Published: November 30, 2017 16:49

Job Description

The Role:

The successful candidate will be given the opportunity to develop their career in an environment offering wide ranging internal opportunities. The business also offers flexible working allowing candidates to match their desire to progress their career whilst being able to balance family life. The successful candidate will also get exposure to a broad range of complex strategies and a varied workload.

Key Duties:

  • Participate in process improvements within the business by creating investment strategies for clients to meet their goals and objectives;
  • Develop and review SOA's
  • Provide technical support to advisers and colleagues;
  • Reviewing client portfolios in terms of ongoing fees, performance and asset allocation;
  • Continuous engagement in learning and development with the team.

Skills & Experience:

  • 2-3 years minimum experience as a paraplanner in Australia
  • DFP or equivalent is essential (RG146);
  • ADFP, CFP or Masters is desirable
  • Experience using Xplan
  • Strong SOA experience
  • Strong technical knowledge coupled with excellent written and verbal communication skills

Culture & Benefits:

  • Highly competitive salary with excellent benefits
  • Continuous learning and development opportunities
  • Collaborative team culture & flexible working hours

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