AddressTitanium Black Outsourcing is a young, dynamic and fast paced team located in modern city offices across multiple capital cities and is growing fast!
We are currently seeking Paraplanners and Client Services Administrators to join our team. We have multiple positions available. Due to client requirements, offshore applicants cannot be considered.
The ideal candidate will have a minimum of 1-year financial planning administration or paraplanning experience OR be completing or have completed an undergraduate qualification in financial planning or relevant areas (for admin).
Full time, part time and casual positions will be considered for the right candidate with the ability to work in and around family commitments or study.
We welcome enthusiastic and dedicated new people to our team and are confident in the culture we support with a knowledgeable, high-achieving, experienced and fun team that does things a little differently than your typical financial planning business!
Some of the benefits of working with us include:
- being focused on career development and promotion. Our people are at the core of everything we do
- running cutting edge workflow systems and being paperless wherever possible.
- having multiple staff incentive schemes, including additional paid annual leave days to allow you to undertake community volunteering each year.
Your primary responsibilities will include (but not be limited to) administration tasks such as:
- implementation and follow up of insurance, superannuation, pension and investment applications
- insurance, superannuation, pension and investment policy questionnaires
- xplan and AdviserLogic database maintenance
- attending to client queries
- preparation of documentation for client initial and review meetings
- general administration
- preparation of FDS, Ongoing Service Agreements and Fixed Term Advice Agreements
- management of adviser revenue
- adherence to Best Interest Duty obligations on behalf of advisers.
Administrator essential competencies include:
- experience with xplan. This is a deal breaker as the vast majority of our advisers operate this system. Candidates (other than studying or new graduates) without current xplan experience will not be considered
- experience with AdviserLogic will also be looked on favourably
- excellent knowledge of current Best Interest Obligations and their effect on the financial planning process
- broad product and technical knowledge that will include insurance, superannuation, equities, portfolio management, Centrelink, gearing and SMSF’s.
As a paraplanner, your primary responsibility will be to complete accurate and compliant Statements of Advice, including complex modelling and associated research tools. You will be responsible for providing technical assistance to advisers where necessary and ensuring that all advice is compliant with licensee standards as well as industry regulations.
Essential competencies include;
- DFS (FP) or ADFS (FP) and/or Advanced Diploma of Financial Planning
- Experience with xplan is essential - candidates with no experience with this software will not be considered
- Experience with Adviser Logic will also be looked on favourably
- Excellent knowledge of current Best Interest Obligations and their effect on the financial planning process
- Broad product and technical knowledge that will include insurance, superannuation, equities, portfolio management, Centrelink, gearing and SMSF’s
Given the multiple roles on offer, salary will be commensurate with experience.
Broader competencies include:
- ability to work with a team of administrators
- ensuring workflow is adhering to compliance guidelines
- high attention to detail and good time management
- ability to work autonomously and efficiently to tight deadlines
- high level verbal and written communication skills
- the ability to recognize potential compliance issues and take necessary steps to remediate
- maintaining ongoing relationships with clients.
If you are looking for a change and want to work in a family friendly organization that values work life balance, then apply now.
We look forward to receiving your application.
