Paraplanner / Planning Support Officer

2 weeks ago

Brisbane, Queensland, Australia PictureWealth Full time
Overview

Join to apply for the Paraplanner / Planning Support Officer role at PictureWealth. 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.

Responsibilities
  • 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.
Qualifications
  • Advanced Diploma of Paraplanning
  • RG146 Completion
  • Comprehensive understanding of financial planning and advice documentation
  • Experience in a similar role and industry
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.

Benefits
  • Great locations: Broadbeach, Brisbane and Perth offices.
  • 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).
Position Details
  • Employment type: Full-time
  • Working days: Monday - Friday
  • Locations: Broadbeach, Brisbane and Perth Offices
How to Apply

To apply, submit 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.

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