
Paraplanner (WFH) - AU
4 days ago
WHAT IS A PARAPLANNER?
a Finance Company based in Australia is looking for a Paraplanner to be part of their team
WHAT WILL BE YOUR MAIN RESPONSIBILITIES?
- Assist with the completion and structuring of advice being prepared for new clients
- Research technical matters involved with advice being developed
- Financial modelling associated with strategy work for clients
- Attending to correspondence in and out of the office including email
- Obtain portfolio information (primarily from the web) required for clients, team leader and FA's
- Assist the FA's and Team leader with administration items
- Keep up to date with industry legislation Liaise with fund managers and BDM's
- General office duties
- Assist with the development of all forms of advice to clients
QUALIFICATIONS
- At least 1 – 2 years similar experience in a financial services organisation
- Knowledge of a recognised Financial Planning Software
- Client service focus
- Solid knowledge and delivery of the financial planning process
- Technical knowledge of superannuation, retirement planning, debt, SMSFS, estate planning and taxation
- Strong investment market knowledge
- Excellent time management & organisational skills and the ability to identify areas or methods which could be improved
- Excellent client relationship management with high satisfaction and retention levels
- Ability to develop and maintain client relationships in a professional manner
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