Paraplanner

  • Toowoomba
  • Permanent
  • Tue Oct 2 23:52:54 2018
  • 200001651

Our client, a leading financial services practice based in the heart of Toowoomba, is seeking a permanent, full-time Paraplanner to join their results-driven, professional team.

The successful applicant will provide advanced technical, compliance and financial strategy support to ensure delivery of financial advice to clients. Key responsibilities and duties include:

  • Preparing financial documents such as Statements of Advice and Records of Advice
  • Reviewing documents to ensure accuracy, compliance and timely
  • Undertaking background searches including risk analysis; superannuation and investment product selection; financial modelling; retirement, transition to retirement and aged care;
  • Confirming Centrelink calculations
  • Maintaining current knowledge of legislation, Quality Advice Fundamentals, licensee guidelines and product details to ensure accurate advice is provided to internal and external stakeholders
  • Providing direction, support and guidance to the Paraplanning team including workflow coordination
  • Providing compliance updates in team meetings
  • Filing and updating client information

Applicants must possess previous experience in a Financial Advice or Paraplanner role with relevant qualifications (including DFP compliancy and a willingness to further study if required). It is imperative that candidates have high level attention to detail, and a demonstrated ability to research, understand, communicate and apply legislative and compliance requirements. Strong communication skills and intermediate to advanced computer skills, including proficiency with the Microsoft Office suite, are also essential to the role.

An attractive annual salary is on offer to the successful candidate.