AddressJoin this dynamic wealth management and accounting firm, where strategic advice takes centre stage for a diverse range of clients, spanning young wealth accumulators to retirees and business owners who appreciate honest and ethical guidance.
Offering a supportive environment, genuine career development opportunities and financial backing for ongoing education. We are currently seeking a Junior Paraplanner ready to take the next step into a more comprehensive role or an experienced Paraplanner seeking a vibrant workplace with variety.
In this multifaceted position, your key responsibilities will include:
- Crafting advice documents aligned with the specified "Scope of advice" to meet clients' needs, objectives, and compliance requirements.
- Vigilant research on changes to products, services, legislation, and strategy options.
- Collaborating with Advisers in managing client relationships.
- Conducting peer checks on Statements of Advice (SOAs) for accuracy and completeness in adherence to advice requirements and compliance.
- Assessing client risk adversity and translating client needs and objectives into the scope of advice.
As your confidence and capability in SOA writing grows, you will have the opportunity to write more comprehensive strategies, and if you want to, eventually become an AA.
To excel in this role, you must:
- Demonstrate a thorough knowledge of the financial planning industry.
- Possess a comprehensive understanding of various products, services, and strategies, including legislation and tax implications.
- Be well-versed in regulatory and compliance requirements.
- Preferably, have prior experience with Xplan, including Risk Researcher and Wealth Solver.
In return, you'll be part of a team that prioritises staff well-being and be in a supportive and transparent environment.
Work from home 2 days, office 3 days
For more information about this position, please contact:
Kiera Brown
Principal Consultant
FS Recruitment Solutions
******@fsrecruit.com.au
0409 598 ***
