Strategic Paraplanner

Fitzgerald Jenkins Recruitment

Our client, a Market Leading Wealth Management firm is seeking a driven and motivated Paraplanner to join their growing business.

  • Top Tier Client
  • Excellent Career Opportunities
  • Financial Planning
Our client, a Market Leading Wealth Management firm is seeking a driven and motivated Paraplanner to join their growing business in this newly established team.

This role is an excellent opportunity for the individual to further develop their capability and knowledge while working with experienced Investment Advisers & their clients.

The responsibilities of this role include:
  • Work with the Advisor to collect and analyse financial and investment information in order to provide sound financial and investment advice to clients.
  • Providing comprehensive, high quality support to advisers.
  • Prepare complex SOAs and ROAs based on briefing and information from Advisers.
  • Prepare financial projections for High Net Worth clients.
  • Gather accurate information from Insurance and Superannuation providers.
  • Ensure compliance throughout the preparation and delivery of all financial planning documentation and advice.
  • Consult with advisers on advice process and appropriate strategy for clients.
  • Support advisers in client meetings on occasion.
To be considered for this role you will:
  • Tertiary/Post-graduate qualifications in Financial Planning or a related field.
  • Diploma qualification and working towards FASEA education requirements.
  • 2 to 3 years' experience in the preparation of Statements of Advice, Financial projections and adviser support.
  • Comprehensive hands on experience with Xplan, including SOA generation.
  • Broad knowledge of the Financial Planning advice process, portfolio construction and implementation, financial markets, structures, entities and products.
  • A sound understanding of compliance issues associated with the provision of financial advice.
If you are interested in applying for this role please hit 'apply'. For more information please call Tom Price on 02 9226 4482.