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Senior Paraplanner

Job Title: Senior Paraplanner
Contract Type: Permanent
Location: Fyshwick, Australian Capital Territory
Industry:
Salary: Negotiable
Reference: 209256_1613540523
Contact Name: Anson Lam
Contact Email: ansonl@porterallen.com.au
Job Published: February 17, 2021 16:42

Job Description

An excellent opportunity has arisen for a Paraplanner to join a leading boutique firm and have the opportunity within a tight knit team, to learn and work closely with experienced advisers.

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
  • Assist with implementation of plans, attend meetings and file notes
  • 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
  • Experience preparing SOAs, product research and selection
  • SMSF and investments experience is desirable
  • Must be degree qualified
  • Min 2 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.