Senior Paraplanner

We are looking for an experienced Paraplanner to join our team and contribute to our mission of delivering top-notch financial solutions to our clients. As a Paraplanner with us, you will have the opportunity to work closely with our experienced advisors and play a key role in shaping the financial futures of our clients.

If you are passionate about financial planning and looking for a rewarding career opportunity, we want to hear from you Join us and be part of a team that is committed to helping clients achieve financial success.

About XIN Wealth:

Xin Wealth serves as catalysts and custodians of your wealth. Customers come to us because of our expertise and experience in sensing and responding early to market changes and challenges. We are able to securely build their wealth portfolio while considering market volatilities.

Customers also value the access we provide to legal, accounting, taxation, insurance, and allied services that help to optimize their investments beyond headline returns.

Established in 2019, with 3 advisers, we are rapidly expanding our adviser team. We pride ourselves on offering a fun, flexible working environment that fosters ongoing professional development and provides unparalleled support to our team.

What are we looking for?

Skills Required:

• At least 3 - 4 years' experience as a Paraplanner supporting an Australian Financial Planning Firm
• Experienced in Financial Planning Modeling creation.
• Handled preparation and implementation of Statements of Advice (SoA)
• Experience in Investment and/or Insurance Implementation
• Prior experience with Records of Advice (RoA)
• Able to liaise between advisors, insurance companies, clients, and other parties involved.
• Excellent attention to detail, problem solving, and analytical skills.
• Ability to multi-task, manage time and the ability to prioritize tasks to meet deadlines.
• Proven performance in delivering high level work ethic.

Responsibilities:

• Collecting, preparing, verifying, and maintaining all necessary client work papers and information
• Updating client paper and electronic files to maintain compliance, concurrently managing and reviewing client data in the CRM for accuracy.
• Providing quotes for either Risk and/or Financial Planning SoA alongside conducting product cost comparisons for Superannuation, Pension, and Investments, ensuring comprehensive financial analysis.
• Generating new business income from risk insurance and superannuation advice this financial year, coupled with implementing advice for clients' financial plans.
• Liaising effectively with fund managers, administrators, and life companies to oversee client affairs, coordinating diverse research efforts to support financial planning recommendations.
• Research and analyze financial products, including investments, insurance, and retirement plans.
• Liaising effectively with fund managers, administrators, and life companies to oversee client affairs, coordinating diverse research efforts to support financial planning recommendations.
• Stay updated on industry trends, market developments and regulatory changes.

What's your expected monthly basic salary?

How much notice are you required to give your current employer?

How many years' experience do you have as a Paraplanner?

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