Paraplanner

Paraplanner (Australia)

Roles and Responsibilities:

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• Perform quality assurance checks to ensure the highest quality of work across the board.
• Drive improvement of the paraplanning process and contribute to a continuous improvement culture
• Contribute to operational processes and quality improvement initiatives
• Liaise with Advisers and communicate case updates and required information
• Provide guidance to junior members of the team and take a mentoring approach to support Junior Paraplanners
• High degree of accuracy and attention to detail
• Follow and adhere to ISO policies.

Requirements

• Strong understanding of key areas such as SOA, ROA, financial projections, and WealthSolver.
• Excellent English communication skills are highly valued, both spoken and written
• High degree of accuracy and attention to detail
• Able to handle multiple priorities and requests with adequate planning
• Confident and pleasant personality to build relationships with clients
• Well-organised and able to work independently with excellent time management skills
• Hands-on experience and confidence with MS Office (Word and Excel)
• Desire to succeed

Academic Qualifications and experience:

MBA Finance or Higher

1+ year of experience in the Paraplanning process

Benefits

• 5 Days Working
• Family Medical Insurance
• Attractive Salary
• Dynamic Work Culture
• 26 Leaves & 10+ Holidays
• Job Timing- 7:30am- 4:30pm (Monday to Friday )