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Form of workAbout Prosperity
Prosperity is an award-winning, mid-tier AFR top 100 full-service firm. We care about our people and pride ourselves on our values of trust, respect and transparency, creating a supported culture and shared purpose in what we do. PAG is accredited as a Great Place to Work and has an excellent culture, plus modern, attractive offices in three CBD locations.
Benefits
- Highly Competitive Salary Package
- Extensive Employee Benefits, including Fitness Passport
- Regular planned social events
- Novated Leasing
- Staff Lending
Skills and Experience
- Driven to provide accurate, compliant advice documents across a varied client base from multiple advisers.
- Strong technical and research skills with a broad knowledge base and thorough understanding of industry regulations.
- Excellent verbal communication skills
- An ability to develop and build on key relationships with internal stakeholders
- Self-motivated with the ability to work autonomously
- Flexible and professional attitude
- 3+ years experience in a paraplanning role
- Effective time management skills
About the Role
Joining the Prosperity team, you will have the opportunity to broaden your experience by working in a dedicated team whilst interacting closely with leading advisers.
Client-focused, you enjoy the challenge of working with technical information and understand the importance of compliance and implementation to meet our client's financial goals.
Using your prior experience and the information gathered at the initial client meeting, you will be responsible for developing and ensuring the implementation of a strategy that best fits each client's individual needs.
Tertiary qualified in Financial Services and RG146 compliant, you have a strong paraplanning foundation to support advisers in making the behind-the-scenes tick. Attention to detail and high-level financial research, numerical and modelling skills are essential.
Key Responsibilities
- Preparation of Client reports on a timely, accurate and cost-effective basis
- Preparation of presentations to clients
- Attendance at client meetings to take notes and participate
- Facilitate through the support team the implementation of recommended strategies
- Ensure all portfolios recommended are in accordance with Investment Committee recommendations and compliance requirements
- Assist with client queries and maintaining their portfolios
- Ensure all strategies are focused on the client's needs/objectives and GAP analysis
- Present at internal training sessions on relevant issues.
- Contribute to technical articles as required.
- Involvement in technical writing for budget analysis
Join our team today!
Please visit our website - Job Openings | Prosperity Advisers - or use the Apply button above.
For a confidential conversation or further insight, please contact our HR Manager, Charlotte Morgan on 02 4907 7259 or at workwithus@prosperity.com.au
