Looking for an experienced Paraplanner to join a expanding team working for one of the Top 4 Banks in Australia, on a 6 month contract initially. Great leadership, team culture, and job flexibility all contribute to an excellent opportunity for the sucessful candiates.
- To produce quality, compliant, and timely Statements of Advice for
- Planning Practitioners 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.
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 NAB FP Licensee Standards
- Self starter who is also self sufficient requiring a low touch point
- Diligent with attention to detail and refined time management skills
Role Knowledge & Technical Competencies
- 5+ years pure Paraplanning experience
- University Degree qualified in a related discipline
- RG 146 compliant
- Completed Diploma in Financial Services (DFS)
- Started or looking to complete Advanced Diploma in Financial Services (ADFS)
- Advanced knowledge of Xplan, WealthSolver, Risk Researcher, & Xtools+
- 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.
To apply for this exciting position then please do so online or contact Jamie Ferguson the following:
Telephone - 0448 671 665