Paraplanner



ROLE OVERVIEW:

A Financial Services group who offer services across Tx, Finance, Insurance and Financial Planning, are looking to add a Paraplanner to the team to support their Advisers. Working within a team of experienced Financial Planning experts, our client is confident the successful candidate will flourish within their environment.

WHAT IT WILL INVOLVE:

Providing quality support to the Senior Advisers by completing the following:

  • Assist Financial Planner in strategy preparation for clients prior to and after client meetings.
  • Formulate product and strategy recommendations for clients prior to and after client meetings.
  • Preparation of Statements of Advice, Records of Advice & Strategy Papers for Financial Planner.
  • Finalise Statements of Advice, Records of Advice & Strategy Papers once reviewed by Financial Planners.
  • Keeping up to date with industry/legislative/compliance/technical changes.
  • Review of existing client portfolios.


REQUIREMENTS

As this company are bringing Paraplanning back in house, they have specified the following as paramount for any potential applicants:

  • 2 years minimum experience
  • Solid experience with XPlan
  • Ability to multitask & prioritise workloads and work autonomously
  • Strong & clear communication skills
  • Demonstrable experience in being a valued team player
  • Excellent verbal and written communication skills
  • Strength in building and maintaining client relationships


What to do next:
To apply, just respond to the advert with your latest CV as along with a short reason for your application. Alternatively, contact Gary Stuart on 02 9641 5*** or email your resume to *****@charterhouse.com.au. If you have anyone else in your network who would be perfect for the role, get in touch with Gary to discuss a referral bonus.