• Supportive Environment
• Quality Client Base
• Dynamic Business
We are looking for an experienced Paraplanner to fill a 6 month contract, there is also the possibility this may be extended to a permanent full time position.
Based in Rose Park, your time will be spent supporting a group of dynamic and experienced financial advisers, ensuring that the financial planning processes are adhered to through the timely and accurate preparation of financial documentation. In addition, you will have the opportunity to utilise your technical and financial strategy knowledge to assist clients.
To be successful in securing this role, you will have a minimum of two years paraplanning experience and be proficient in a variety of strategies including risk insurance, superannuation, retirement income streams, along with working knowledge of compliance issues.
RG146 qualification/ Diploma in Financial Planning and experience with Xplan highly desirable.
In addition, you will be a team player who is exceptionally well organised, with a high attention to detail. If you are a strong communicator (both verbal and written), possess a positive attitude, have the ability to work in a dynamic environment and to deadlines we would like to hear from you.
For further information, in confidence, please contact Christina Belmonte on 8364 0800 or email your application to email@example.com .
#2 PARAPLANNER – SYDNEYDue to significant growth over the last 2 years, Lifetime Financial Advisers located at Macquarie Park (North Ryde) , Sydney is seeking an experienced and technical Paraplanner to assist in the Paraplanning function and interact with Clients and Financial Planners as part of the New Client and Client Review process. Our office is in a new and very modern building, right beside Macquarie Park train station and with easy transport access. The building offers a subsidised gym and lunch facility.
You will work with a highly experienced and hands-on team in an environment that encourages and respects you as an individual and contributes toward the expansion of your professional knowledge.
With a professional and ethical working environment you will be applying your existing knowledge as well as expanding your technical and client-facing skills.
We would welcome applications from potential candidates that meet the following criteria:-
Ideally you will have at least 18 months paraplanning experience
You have an understanding of the Industry including RG146/ DFS or ADFS
Ability to prepare tailored SoA’s
Preferably proficient in Xplan software
Can assist with research of products and other strategic initiatives
Prepared to liaise and directly assist our Financial Advisers
Be involved with the New Client and Client Review process
You are enthusiatic and bring a good attitude to work
On offer for the right Candidate is a negotiated salary based on your qualifications, experience and capacity to do the role.
Please send your details in the first instance to Mr. Grant Wilson Director/Financial Planner – Lifetime Financial Advisers email firstname.lastname@example.org Please call Grant with any question directly on 0419 420 151. All applications to be received by Friday 1st Feb 2013.
#3 PARAPLANNER (WITH PROGRESSION TO SENIOR PARAPLANNER) – ADELAIDEApplications closing soon – apply now!
Our client is a highly-respected independent financial planning practice in Adelaide that is looking for a superstar Paraplanner for an amazing opportunity.
Working closely with the entire team, you will have a wide exposure to all facets of the Financial Planning process. This role will involve ongoing training and development to take on a more senior role in the short to medium term. As such, our client is looking for someone with a number of key attributes.
Ideal applicants will:
- Be a highly motivated, presentable individual
- Have at least 12 months experience as a Paraplanner/CSO
- Have completed their DFS/P and so are RG146 compliant
- Be able to communicate effectively, in both a written and verbal capacity
- Possess a self-starter attitude and a strong desire to succeed
- Want to contribute to a client’s strategy in a meaningful way
- Have an innate passion for research and investigation
- Have X-plan experience (preferably)
This role will also involve more than Paraplanning, so to be successful in this role the perfect candidate will have to be prepared to dive head first into a number of different aspects of Financial Planning. This includes (but is not limited to): client interaction, meeting with fund managers, internal training and development, giving presentations to the rest of the team, and contributing to discussions surrounding the approved products list. This is the perfect role for an individual with long-term career aspirations. If you are confident that you are this person then don’t hesitate – apply today.
For a confidential discussion please contact Michael Wright on 0499 771 759, alternatively email or connect via Linkedin.
For a confidential discussion, contact Michael Wright on 0499771759 or email email@example.com.
#4 PARAPLANNER – PERTHIf you consider yourself to be an enthusiastic and motivated Paraplanner that is looking forward to 2013 being your year of career advancement then read on. This position will see you working in a firm that will not only allow you to build on your existing experience but provide you the opportunity to learn more and have a wider exposure to financial advice and process.
An opportunity has now become available to join a multi-disciplinary financial services firm located in West Leederville that is experiencing continued business growth on the back of an expanded service offering and an excellent business reputation. You will be working in a stable and supportive environment with an opportunity for career advancement should you so choose.
This role is divided into two parts:
Work closely with the superannuation and retirement adviser and the personal risk insurance adviser to formulate and assist in the preparation and implementation of advice strategies and;
Work with one of the directors in the construction of the model portfolios as well as the monitoring and reporting processes.
To be considered for this opportunity the following would be considered desirable:
2-5 years previous Paraplanning experience
ADFS qualification and/or Bachelor degree in a finance related field of study and be RG146 compliant.
Experienced in using COIN or similar CRM
A professional presentation and outlook.
Good communication skills both written and oral.
Ability to work autonomously and as part of a team.
Should you be successful with your application you will be rewarded for your efforts with a competitive remuneration package.
08 9269 5400
#5 SENIOR PARAPLANNER – HIGH NET WORTH STRATEGIES – PERTHCompetitive Salary + Benefits
Great Career Opportunity
Security of Big 4 Bank
Work for a leading Financial Services Organisation looking to expand their Financial Planning business due to growth. We are looking for motivated people with previous paraplanning experience for the role of Senior Paraplanner. The role will involve assisting a small group of Financial Planners in providing top-quality support to meet the clients’ needs.
Join an Industry leader who prides itself on providing quality financial planning advice to clients. You will be rewarded for your efforts with a competitive pay package plus benefits. With a national presence you will be working in a very stable and supportive environment and will have plenty of opportunities for career advancement both here in Perth and Nationwide.
You will be responsible for providing the highest quality support to a team of Financial Planners. The role will allow you to handle more complicated issues and have more client contact. There will be lots of opportunities for you to increase your skill-set by working on more complex and comprehensive strategies. You will have opportunities to add-value to the Planning process through the formulation of improved strategies in conjunction with your team of Financial Planners. As a Senior Paraplanner you will be able to pass on your extensive knowledge to more junior members of your team through training and development programs.
3-5 years previous Paraplanning experience preferred
Financial planners who have not had paraplanning support
ADFS or Bachelor Degree in Financial Planning
Experience with COIN preferred
Exceptional Communication skills, both written and verbal
Immaculate professional presentation
Ability to pass on your knowledge through training and development of junior team members
Ability to work autonomously and as part of a team
This is a great opportunity to work with a leading Financial Planning organisation that rewards their employees with a great work life balance and fantastic benefits. If you are a Paraplanner looking for the next step in your career or a Senior Paraplanner looking for a change this could be the ideal opportunity for you.
Apply now via the link or call Enda Burns on (08) 6466 3800.