AddressIndependent Wealth Partners is an award winning independent financial advice practice with its own AFSL. We strive to provide our clients with fiercely independent advice that allows them to use their money to live their life with purpose. Using a unique financial life planning approach we help our clients deliver upon their goals, dreams and aspirations by lining up their money with what is important to them.
We are experiencing significant growth and currently have clients on a waiting list queuing up to join, as such, we are looking for a paraplanner that can help in writing advice documents.
Working closely with the Advisers, Associates and Administration staff in the business. your role will involve the following:
- Writing Statements of Advice and Records of Advice using Xplan templates
- Financial Modelling of complex Xtools+ models that can involve individuals, trusts, corporate beneficiaries and SMSF's.
- Use of Risk Researcher software to complete risk insurance analysis and product comparisons for advisers.
- Assist advisers/associates with putting together financial strategies.
- Maintain and refine advice document templates and investment recommended list
- Ensuring all advice documents issued by IWP and related procedures are compliant in accordance with Licensee guidelines.
To be successful in this role, you will require:
- Previous paraplanning experience
- Experience with XPlan & Microsoft Office software
- Excellent organisational and time management skills
- Exceptional written and verbal communication skills
- An attention to detail and a passion for high quality client service and advice
We would expect you to have the following:
1. Empathy and a genuine interest in the clients needs, desires, aspirations and goals.
2. A desire to learn and get better in the service you provide, as well as a willingness to adapt to changes as required by the industry and clients.
We would like you to be/have:
1. Understand and embrace the "Financial Life Planning" concept.
2. Willing to get stuck in, use initiative and work to help clients achieve their goals, dreams and aspirations.
What you will gain from working with us:
1. The ability to play a role that is integral to the growth/success of our clients and our business.
2. A way to truly help our clients beyond traditional financial planning strategies.
3. Salary commensurate with your experience and ability.
4. Flexibility in employment arrangements.
If you are interested in this role, please apply as we would love to hear from you.
