Paraplanner

Profusion Group

Support a small team of highly experienced financial advisers as a Paraplanner within a growing boutique practice in Greensborough!

  • Strong Team Culture
  • Attractive Salary Package
  • Part Time Options Available
Company Overview

This highly regarded private accounting boutique is known for their client-focused approach to delivering valuable and fair accounting and wealth services to their members. Their rapid growth has opened a position for an experienced Paraplanner to join their team to support the Advisers in servicing their growing client base. They offer a positive and collaborative working environment, where career development is strongly encouraged and supported.
  
Role Overview

You will be responsible for supporting senior Adviser’s with developing strategies that meet their client's individual objectives, financial situation and needs. The role will entail completing research, and writing a range of complex strategies that meet the client's needs. This role is not your normal centralised position and will allow you to take on a bit more responsibility as you sit in on meetings and assist in strategy development.
  • Working within a team environment, providing tailored financial advice to a range of individual clients by developing high-quality financial strategies and plan documents; 
  • Participating in client meetings with Financial Planners and assist with complex tasks where required;
  • Produce holistic advice documents that meet the clients requirements, including SMSF advice;
  • Maintain and track client portfolios;
  • Responding to technical client queries and following up on outstanding matters. 
Skills and Experience
  • 2 years + Paraplanning experience; 
  • DFP compliant minimum, however, ADFP qualification would be an advantage;
  • Good understanding of the advice process and experience within a financial planning practice;
  • Proficiency with XPLAN is essential; 
  • Strong technical abilities;
  • Positive can-do attitude, proactive, enthusiastic with a strong work ethic.
Whats On Offer

This is an excellent opportunity to join a leading boutique where you can continue to develop your technical abilities within advice while being part of a collaborative and supportive environment.

To express your interest in this opportunity, please forward your resume using the Apply Now link or contact Hagan Noronha on (03) 9602 9815 for more information.