17 Jul 2017

Part-Time Junior Paraplanner – Part Time – Central Coast

Eloquent Paraplanning – The Entrance, New South Wales, Australia

Job Description

Eloquent Paraplanning require a “Junior Paraplanner – Part Time – Central Coast” in Gosford NSW:

About the company

We are a Paraplanning Service company based on the NSW Central Coast.

The key element of the role is to work with the team to produce outstanding Statements of Advice using XPLAN.

Our journey has been amazing and witnessing its growth, is an experience worth telling.

But the job has just begun, and we need the brightest, most passionate and driven person we can find.

The role

As a key member of the Eloquent Team, you will support Financial Planners to meet their Paraplanning obligations.

Specifically, you will:

  • Prepare high-quality and compliant Statements of Advice on behalf of Financial Planners.
  • Ensure our Paraplanning Standards are met.
  • Liaise with Financial Planners regularly, as needed.
  • Work closely with other members of the Team to ensure we are delivering on Financial Planner expectations.

Experience and Qualifications

  • Minimum of 2 years Paraplanning experience.
  • Excellent understanding of the financial planning process.
  • Ability to work autonomously.
  • A drive to perform.
  • Established time management skills.
  • Diploma of Financial Planning (DFP 1 – 4), ideally working toward completion of the Advanced Diploma of Financial Planning.
  • RG146 Tier 1 compliant.
  • Intermediate experience with XPLAN.

What we offer

  • Ongoing Training and Mentoring
  • Access to Kaplan Ontrack (Continuing Professional Development training)
  • 2 days per week initially
  • Flexible working hours
  • Work locally

Job Type: Part-time

Required education:

  • Associate

Required experience:

  • Paraplanning: 2 years

Required language:

  • English

Required licence or certification:

  • RG146 Tier 1 compliant


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Job Categories: Administrative and Support Services. Job Types: Part-Time. Occupation: Clerical and Administrative.

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