Paraplanner

1 month ago

Melbourne, Australia Randstad Australia Full time

About the company

This very established financial advice & accounting group based in North East Melbourne has developed a great name and brand over the years. Constantly striving for perfection, the team is known for providing outstanding financial advice to a wide range of loyal clients ranging from pre-retirees, retirees and large family groups.

Due to recent growth, they are looking for an experienced Paraplanner to join their journey and play a key part in their long term success.

About the role

In this role you will be supporting a team of Financial Advisers and will be responsible for writing accurate strategic and compliant financial Statement of Advice and Records of Advice. You will work closely with advisers on strategy, sit on client meetings and help with some of the implementation of advice. You will also be part of an investment committee.

This is an exciting opportunity for an experienced Paraplanner to join a successful and fun business that provides great flexibility and career development.


Demonstrated skills

  • Extensive experience working in Paraplanning
  • Strong experience using XPlan or a similar software
  • Good knowledge of financial markets and managed funds
  • Understanding of compliance frameworks in the advice industry
  • Strong attention to detail and strong communication skills

    Benefits

    • Attractive salary package
    • Opportunity to work in a successful and fun business
    • Positive work/life balance encouraged with potential flexible working arrangements
    • Great career development opportunities
    • Fun social events

      To apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au

      At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.


      skills

      paraplanner, client service, wealth management, financial advice, financial planning, investment, financial market, managed funds

      qualifications

      • Industry qualifications

        education

        Associate Degree/Diploma

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