Paraplanner

FourQuarters

Opportunities for Paraplanners in a variety of businesses.

  • Opportunity to develop your career
  • Explore the market proactively
  • Financial Planning opportunities across Sydney
Opportunity to explore the Financial Planning market.
Responsibilities:

  • Review all information received from the Financial Adviser(s) and assist with strategy development to ensure optimal outcome is achieved for clients
  • Support the advisers in the production of compliant Statements of Advice and Records of Advice for new and existing clients.
  • Manage all workflows to ensure strategic advice is delivered as requested by the Financial Adviser.
  • Manage all workflows to ensure strategic advice is delivered as requested by the Financial Adviser
  • Ensure professional knowledge and expertise continues to be enhanced by maintaining any all education requirements
Requirements:

  • Sound technical skills across Superannuation, Estate planning, Insurance, Retirement planning and SMSF strategies is essential.  
  • Financial planning software experience essentia
  • Tertiary degree in a business or finance discipline
  •  DFP / ADFP qualifications
  • Minimum 2 years’ experience as paraplanner
  • Strong communication skills both written and verbal
  • A positive and can do attitude.