Senior Paraplanner - Work life balance

Location: Brisbane, Queensland
Job Type: Permanent
Salary: Negotiable
Contact: Anson Lam
Specialisation: Wealth Management
Reference: 209966_1616134358

The Opportunity:

An excellent opportunity has arisen for a Paraplanner to join a leading Financial Planning Practice 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 goals focussed team looking with some flexible work options

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 email anson.lam@porterallen.com.au or click on the apply button below.