Paraplanner  

Role

You will provide administrative support for Australian-based financial advisers on a portfolio of products and prepare reports and statements of advice for clients. This is a fast-paced environment - perfect for hard workers, quick learners, organized, client-focused, and people with the highest levels of attention to detail and who love reading.

Opportunities

Our Australia-based client has been providing paraplanning services that are cost-effective to Australian financial advisers and dealer groups. They are committed to quality. You will help our client drive growth by ensuring the delivery of high-quality work with the quick turnaround time for the completion of tasks.

As a Senior Paraplanner, you will:

• Prepare financial plans and statement of advice which are legally binding documents
• Be a key contributor in delivering SOAs and ROAs in a timely fashion
• Assist Financial Planners in reviewing, analyzing and preparing financial plans
• Prepare and review documentation and reports for Financial Planners including maintaining and improving templates
• Input data and modeling of client strategies through Xplan or other relevant software
• Conduct research and analysis of data
• Research technical strategies and new products as required
• Ensure strict compliance with legislation and licensee standards
• Oversee the production of SOAs
• Constantly be tested and given opportunities to develop your skills

Your daily tasks will include:

• Provide day-to-day support to Australian Financial Planners
• Prepare Statements of Advice which includes modeling of Financial Advice based on client instructions and provide supporting documents or reports when necessary
• Produce scenarios/Cash Flows when requested
• Directly liaise with clients, fund managers, superannuation funds, insurance companies, and internal stakeholders to execute plan strategies
• Update XPLAN and other relevant software based on documents provided by the client
• Invoice clients accurately in a timely manner
• Prepare and submit weekly sales report to the management
• Liaise with senior management when necessary
• Perform other tasks as assigned by the client and/or the management

• Minimum 2 years’ experience in Australian Statement of Advice preparation
• Diploma of Financial Planning (RG146) compliant
• Experience with XPLAN and Xtools+
• Experience with Smartsheet and Midwinter would be preferable
• Previous exposure to Australian clients
• Awareness of Australian business culture
• Knowledge of Microsoft Office Applications, in particular, Excel, and Word
• Has experience in overseeing paraplanning production or paraplanning team would be preferable

Essential Attributes

• Mature disposition
• Respect for the confidentiality and the sensitivity of information
• Excellent English communications skills – both written and verbal
• Comprehensive understanding of the financial planning process
• Exceptional time management skills to meet tight deadlines
• Ability to work in a busy environment while maintaining the highest attention to details in reviewing documentation and legal correspondence
• Ability to learn new concepts and procedures quickly, and research and problem-solve where required
• Be well organised with the ability to multi-task and deliver results despite competing priorities
• Strong numerical and literacy skills
• Excellent analytical skills with the ability to think strategically
• Confidence to make and execute decisions without micromanagement
• A positive “can do” attitude and an inspiration to empower others

Grab this opportunity to work with an Australian account and showcase your great attention to details and analytical skills.