Financial Para-planner/Associate Canberra

Capital Recruit

A permanent position is available with a well-respected Financial Planning firm based in Canberra

  • Boutique Financial Planning Practice Canberra ACT
  • Competitive salary package
  • Great location in the Inner South Canberra ACT
The Organisation:
As part of a national brand a well-respected Financial Planning Firm based in  Canberra ACT, which provides highly tailored financial advice to clients, both locally and interstate is seeking a Para-planner to join their team.
  • Boutique Financial Planning Practice based in Canberra ACT
  • Competitive Salary package
The Role:
Reporting to one of the Senior Planners, your duties will include:
  • The formulation, administration and implementation of high quality, tailored financial planning strategies and their subsequent presentation, in the form of Statements of Advice (SoAs) and other written reports;
  • Researching various subjects including investments, financial products and recent legislation, performing calculations and developing recommendations based on this information;
  • The preparation of annual client reviews;
  • Proactively assisting with the ongoing management of the firm's client base;
  • Updating financial planning software with client data;
  • Liaising with planners/ clients/ team members and fund managers; and
  • Preparing responses to technical client enquiries
Skills & Experience:
  • Prior experience of working as a Para-planner/ Associate.
  • Prior knowledge and experience in defined benefit superannuation schemes and/ or insurance, whilst not mandatory, will be well regarded; as will
  • Relevant tertiary qualifications and industry studies (RG146 preferred)
What's on offer:
  • Peer support, on-going mentoring and training with management overview and review;
  • On-going training includes paid attendance at 4 interstate Professional Development days and an annual Conference
To apply
Apply with a simple Word version of your resume and cover letter detailing your experience. For more information, call Janelle Cousins on 0488 032 072.