Paraplanner and Senior Paraplanner

6 days ago

Taguig, Philippines SMHL Business Inc. Full time

Paraplanner and Senior Paraplanner Full-time – Hybrid work environment Quarterly incentive scheme Multiple roles available Who We Are: We are an Australian Financial Services Group with a network of over 100 Financial Advisors spanning across Australia. Driven by the purpose of empowering our clients through expert Financial Advice, our Advisors collaborate to craft tailored strategies for every stage of our clients' lives, covering areas such as wealth and retirement planning, superannuation, self-managed superfunds, cash flow management, insurance, Centrelink, aged care, and estate planning. The Role The objective of the role is to deliver high-quality advice documents and ensure adherence to our compliance disciplines. Paraplanners are an integral part of the Advice Delivery Team, working with our Advice Partners to provide quality personal advice documents and achieve an excellent client experience. The successful candidate will play a key role in ensuring that advice provided to clients is compliant with industry regulations. As a Paraplanner or Senior Paraplanner, you will work closely with a network of Financial Advisors, providing quality customised support to meet our clients’ needs and ensuring that all activities are undertaken smoothly and efficiently. This role is suitable for motivated individuals who can communicate complex concepts clearly, enjoy researching and developing advice solutions, and have the clients’ best interests at the core of what they do. You should have strong communication skills, exceptional attention to detail, and a sound knowledge of best interest obligations. Work from Home is available post Regulation with our current policy allowing 50/50. The Position Client Focus and Managing Relationships Strong communication skills and ability to verbalise complex concepts simply. Develop effective and active relationships with Advisors and support staff, Professional Standards Team, Paraplanning team and Leadership team. Ensure a continuous focus on the end-to-end client experience. Ensure that our clients are the focus of everything we do. Technical / Compliance An understanding of best interest obligations and how they relate to research and supporting documentation. Ability to identify, develop and document a range of financial strategies which is clear and concise with a focus on compliance and best interest. An existing knowledge of various tax structures, entities, and other complex and comprehensive financial advice strategies. Comply with relevant Viridian processes, compliance and legislative requirements including regular quality control testing. Productivity and Quality Maintain a satisfactory or higher level of productivity and quality as defined by KPI targets. Support initiatives that improve our key processes and controls. Required Competencies and Expertise Paraplanner: Minimum of 3 years’ experience in a Paraplanning role. Senior Paraplanner: Minimum of 5 years’ experience in a Paraplanning role. Appropriate technical and financial planning strategy knowledge (successful completion of a technical test required). Previous experience using Xplan software in a Paraplanner role >3 years; including WealthSolver and RiskResearcher . Tertiary qualifications in a business-related discipline– Commerce, Finance, Economics, or related field. You would have completed your Graduate Diploma in Financial Planning, Advanced Diploma in Financial Planning or equivalent. #J-18808-Ljbffr

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