Para Planner

Full-Time or Part time Para Planner

Company Overview: Join our experienced and growing financial advisory and insurance broker firm located in central Canberra. We are dedicated to providing comprehensive financial solutions and expert insurance advice to our valued clients. As a Para Planner you will play a crucial role in supporting our team and ensuring the smooth operation of our office.

Job Overview:

As a Para Planner, you will work closely with our experienced financial advisors to support the development of comprehensive financial plans for our clients. This role offers an excellent opportunity to gain hands-on experience in financial planning and investment management while working alongside industry experts.

Key Responsibilities

• Assist in the preparation of financial plans, including gathering client data, conducting research, and analyzing financial information.
• Utilize financial planning software to model various scenarios and recommend suitable strategies to meet client goals.
• Prepare client meeting materials and participate in client meetings alongside financial advisors.
• Stay updated on industry trends, regulations, and best practices to ensure the delivery of high-quality service to clients.
• Collaborate with other team members to streamline processes and enhance efficiency within the firm.

Qualifications:

• Strong communication skills, both written and verbal.
• Proficiency in MS Excel.
• Bachelor's degree in finance, economics, or a related field is preferred. 
• Knowledge or willingness to learn about taxation processes, investment strategies, and personal insurances.
• Detail-oriented with a commitment to accuracy and thoroughness.
• Ability to work collaboratively in a team environment.
• Previous experience in financial services is advantageous but not required.

Benefits:

• Competitive salary and benefits package.
• Opportunities for career advancement and professional development.
• Mentorship from experienced financial advisors.
• Collaborative and supportive work environment.
• Exposure to a diverse range of clients and financial planning scenarios.

How to apply

Please submit your resume and a cover letter outlining your relevant experience and why you believe you would be a great fit for our team. We look forward to reviewing your application.