Business Analyst

Join to apply for the Business Analyst - Financial Planning role at PictureWealth

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Join to apply for the Business Analyst - Financial Planning role at PictureWealth

About Us

At PictureWealth, we're dedicated to helping everyday Australians create a clear and confident picture of their financial future. Our mission is focused on delivering

• Great locations, offices in Broadbeach, Brisbane and Perth.
• Free meal if working late.
• Social events to meet team members across the organisation.
• Friendly and supportive team environment.
• Extensive support and training together with further study opportunities and career development.
• Employee Assistance Program (EAP).
  
  
  • Full Time Position - Monday - Friday
  • Broadbeach, Brisbane and Perth Offices
    
    
  About Us
  
  At PictureWealth, we're dedicated to helping everyday Australians create a clear and confident picture of their financial future. Our mission is focused on delivering "More Advice to More Lives", making expert financial advice accessible and impactful for all. As a trusted financial advice firm with offices in Perth, Gold Coast, Brisbane CBD, and Adelaide, we specialise in delivering best-in-class financial outcomes tailored to our clients' unique goals.
  
  Why join us?
  • Great locations, offices in Broadbeach, Brisbane and Perth.
  • Free meal if working late.
  • Social events to meet team members across the organisation.
  • Friendly and supportive team environment.
  • Extensive support and training together with further study opportunities and career development.
  • Employee Assistance Program (EAP).
    
    
  About The Position
  
  We are seeking a skilled qualified Paraplanner with a proven track record in the financial planning industry. You will be responsible for supporting our financial advisors in delivering high-quality advice and service to our clients. This role requires in-depth knowledge of Australian financial regulations, strategy, and superannuation and insurance products.
  
  Your role and responsibilities will include, but not limited to:
  • Conduct financial analysis and develop financial plans for clients.
  • Collaborate with financial advisors to ensure client needs and objectives are met.
  • Prepare financial planning documents, including statements of advice (SOAs), research documents and file notes.
  • Stay up-to-date with Australian financial regulations and industry best practices.
  • Conduct research and analysis on financial products.
  • Ensure compliance with all regulatory requirements and internal policies.
  • Mentor and provide guidance to junior paraplanners.
  • Provide exceptional client service and build strong client relationships.
    
    
  About You
  
  The ideal candidate must have the following skills:
  • Advanced Diploma of Paraplanning
  • RG146 Completion
  • Comprehensive understanding of financial planning and advice documentation
  • Experience in a similar role and industry
    
    
  Apply Today
  
  Join us in shaping the future of client services at PictureWealth. If you're passionate about leading teams, enhancing client experiences, and driving operational excellence, we invite you to apply by submitting your resume and cover letter outlining your relevant experience and why you're a great fit for this role.
  
  PictureWealth is an equal opportunity employer. We encourage candidates from all backgrounds to apply.
  
  For More Information, Please Visit Our Website
  
  www.picturewealth.comSeniority level
  • Seniority levelEntry level
  Employment type
  • Employment typeFull-time
  Job function
  • Job functionFinance

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