Paraplanner - Multiple Positions

About the opportunity:

Are you a meticulous and detail-oriented individual with a passion for financial planning and wealth management who is ready to take the next step? Multiple national & boutique wealth management companies on the Gold Coast are seeking a dynamic Paraplanner to join their growing teams. If you possess a strong analytical mindset, excellent organizational skills, and a keen interest in supporting financial advisors, we want to hear from you!

About the role:

Collaborating with a team of financial advisors, you will be expected to exude professionalism, effective communication, and an acute attention to detail, while conducting yourself in a polished manner.

To be considered for this position, your background should encompass expertise in the following:

• Oversight of Client Reviews and Reports
• Conducting comprehensive research and projections for financial plans
• Assisting in strategy development in tandem with the Financial Planner
• Crafting SOA and ROA documents for comprehensive financial advice recommendations, encompassing Super, Retirement, Investment, Risk, and Estate Planning
• Ensuring meticulous compliance of client files in accordance with dealer group requirements
• Undertaking additional responsibilities as necessary

This role necessitates functioning within a close-knit team, taking complete ownership of your responsibilities, and maintaining impeccable organizational skills.

About you:

To be a contender for this role, it is desirable that you possess prior experience in a financial planning environment, along with the following qualifications:

• Applicable tertiary qualification
• Essential knowledge in Xplan software
• Ability to work collaboratively in a team
• Proficiency across the Microsoft Suite of products and strong computer skills
• Demonstrating a high level of technical knowledge, problem-solving capabilities, attention to detail, proactive initiative, and effective organizational skills
• Impeccable attention to detail and personal presentation
• Exceptional communication - written and verbal

Benefits:

• Competitive salary commensurate with experience.
• Opportunities for professional development and career advancement.
• Collaborative and supportive work environment.
• Health and wellness programs.
• Comprehensive benefits package.