Para Planner

**Footscray location, with flexible work from home and office arrangement**:

- **Ongoing, Part Time**:

- **Start your financial planning career in this role**:
**About the Role**

As a Para Planner to you will be part of our experienced Financial Planning team and provide technical and financial para planning services for clients with low to medium complexity portfolios.

**Duties**
- Analyse client information to provide clear financial planning strategy direction
- Prepare financial plans and investment performance review documents
- Achieve revenue/volume production targets
- Liaise with key internal stakeholders
- Adhere to ASIC and FPA compliance guidelines and requirements
- Satisfy internal and external audit standards

**Skills and Experience**
- Diploma of Financial Planning or equivalent and satisfy the RG 146 requirements
- Strong experience in financial planning support
- Ability to prepare clear and structured reports and recommendations
- Intermediate computer literacy including competent use of Microsoft Office

**Our Culture**

For our clients, our people and the Victorian community, we demonstrate Care, Unity, Passion - we are here, we work together and we bring our best.

**How to Apply**

We recognise the power of diversity and creating an environment where all our people feel they belong and reflect the communities in which we live, work and serve. We care about recruiting the best people, regardless of gender identity, age, ability, sexual orientation or cultural background. If you think you can do the job and would be a great fit for our team, we'd love to hear from you.