12 Sep 2018

Full-Time Paraplanner – Enjoy a variety of interesting work and a competitive salary – Newcastle

Monica Clare Recruitment – Newcastle, New South Wales, Australia

Job Description

This is an exciting opportunity for a Paraplanner to join the happy team at this long-running, well-established Newcastle financial planning firm. This professional services firm offers a sophisticated and diverse client base. With a holistic approach to their client’s needs, this is an opportunity to be part of a team that truly cares for its clients.

The Opportunity:

This role will see you provide paraplanning support to the advisors, producing SOA’s covering a variety of strategies with varying complexity. Your professional communication skills will be well utilised as you interact with the rest of the team and external parties.

This is an opportunity to be part of an extremely productive team. Some of the key responsibilities of the role will include;
Preparing personalised Statements of Advice (SoA’s);
Preparing client cash flows to show benefits of various strategies;
Placing investments into Managed Funds/Investment Products on behalf of clients;
Creating personal investment strategies for clients to meet their goals and objectives;
Reviewing client portfolios in terms of ongoing fees, performance and asset allocation;
Updating of Statement of Advice templates and letter templates to better represent the changes in legislation and fees;
About You:

To be successful in this role you will require the
Demonstrable experience in a holistic paraplanning role
Experienced with SMSF strategy
ADFS (FP) qualification (min)
XPLAN or similar system experiene
Strong attention to detail
Ability to use own initiative
Excellent written and oral communication skills
On offer is an opportunity to work within a friendly and supportive work environment where the team are happy and the Directors are approachable. You will be compensated with a competitive salary package.

To discuss this role further, please contact Hayley Hutchinson on 0422 739 229

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Job Categories: Financial Planning. Job Types: Full-Time. Occupation: Clerical and Administrative. Job expires in 29 days.

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