AddressInfocus is a national wealth management dealer group with a proud 30-year history and a national network of 180 financial advisers. We pride ourselves on our culture, our commitment to quality advice, and the opportunity we have to make a genuine difference in the lives of our advisers and their clients.
To help us continue delivering our high-quality advice, we are currently seeking experienced paraplanners to join our Paraplanning Service team on a contract basis.
As an experienced contract paraplanner you will provide the essential support to our adviser network by developing high-quality financial advice documents. These plans will include simple and complex strategies as well as financial modelling, where required.
As a contractor you will have the flexibility to set your own hours and work from the comfort of your own home – all we ask in return is that you provide accurate and compliant advice documents within the service level agreements set by Infocus.
To be successful, you will require:
- Previous experience as a paraplanner
- Excellent attention to detail
- Experience preparing advice documents for a range of planning strategies
- Demonstrated interpersonal and communication skills
- Excellent organisational and time management skills
- Strong analytical, problem solving and technical abilities
To be considered for a role with our team please click the APPLY button below and complete the following:
- Attach a cover letter that outlines how your skills and experience align to the position
- Attach your resume, and
- Attach an example Statement of Advice for a simple superannuation rollover and retail insurance policy recommendation.
