Paraplanner (Australia)
Roles and Responsibilities:
- Perform quality assurance checks to ensure the highest quality of work across the board.
- Drive improvement of the paraplanning process and contribute to a continuous improvement culture
- Contribute to operational processes and quality improvement initiatives
- Liaise with Advisers and communicate case updates and required information
- Provide guidance to junior members of the team and take a mentoring approach to support Junior Paraplanners
- High degree of accuracy and attention to detail
- Follow and adhere to ISO policies.
Requirements
- Strong understanding of key areas such as SOA, ROA, financial projections, and WealthSolver.
- Excellent English communication skills are highly valued, both spoken and written
- High degree of accuracy and attention to detail
- Able to handle multiple priorities and requests with adequate planning
- Confident and pleasant personality to build relationships with clients
- Well-organised and able to work independently with excellent time management skills
- Hands-on experience and confidence with MS Office (Word and Excel)
- Desire to succeed
Academic Qualifications and experience:
MBA Finance or Higher
1+ year of experience in the Paraplanning process
Benefits
- 5 Days Working
- Family Medical Insurance
- Attractive Salary
- Dynamic Work Culture
- 26 Leaves & 10+ Holidays
- Job Timing- 7:30am- 4:30pm (Monday to Friday )
