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Paraplanner - Work from home

Job Title: Paraplanner - Work from home
Contract Type: Contract
Location: Brisbane CBD, Queensland
Industry:
Salary: Negotiable
Reference: 197286_1565333715
Contact Name: Anson Lam
Contact Email: ansonl@porterallen.com.au
Job Published: August 09, 2019 17:01

Job Description

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 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 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

You Will Need:

  • MUST have solid experience with XPlan or COIN
  • Experience preparing SOAs, product research and selection
  • 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 Anson Lam on 02 8247 5712, email anson.lam@porterallen.com.au or click on the apply button below.