Connecting...

Paraplanner - Work from Home

Job Title: Paraplanner - Work from Home
Contract Type: Contract
Location: New South Wales, Australia
Industry:
Salary: Negotiable
Start Date: ASAP
Reference: 201804_1611725855
Contact Name: Anson Lam
Contact Email: ansonl@porterallen.com.au
Job Published: January 27, 2021 16:37

Job Description

The Opportunity:

An excellent opportunity has arisen for a Paraplanner to join a leading Australian Bank and have the opportunity within a tight knit team, to learn and develop your career. This is the ideal role for an experienced Paraplanner with experience working in a high volume centralised paraplanning team looking for flexible work opportunities.

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 holistic Statements of Advice
  • Research products, strategies and technical issues to ensure knowledge is kept current
  • Review PDS documentation
  • 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

Skills & Experience:

  • MUST have experience with XPLAN
  • Experience preparing SOAs, product research and selection
  • Experience working within a centralised paraplanning team is desirable
  • Must be degree qualified
  • 3+ years experience as a Paraplanner
  • High communication skills and analytical mindset to think outside the box

For a confidential discussion please call Fiona Lu on 02 8267 2492, email fiona.lu@porterallen.com.au or click on the apply button below.