Financial Planning Professional
2 weeks ago
We are seeking a highly skilled Paraplanner to join our team. The successful candidate will be responsible for creating high-quality Statements of Advice (SOAs) to help our members achieve better retirement outcomes.
- Prepare professional, high-quality SOAs quickly and accurately.
- Analyse advice and strategies to ensure they meet our Best Interest Duty.
- Meet productivity and quality standards.
- Build strong relationships with Retirement Advisers and the advice team.
- Collaborate with the team to improve processes and member service.
You will have demonstrated experience in paraplanning, especially with Superannuation and retirement strategies. Familiarity with financial planning software, particularly Midwinter, is preferable.
Key Responsibilities:
- To prepare Statements of Advice (SOAs) that provide clear and concise information to members about their retirement options.
- To analyse advice and strategies to ensure they meet our Best Interest Duty.
- To maintain accurate records and reports of all client interactions and transactions.
Requirements:
- A relevant qualification in Financial Planning or a related field.
- Demonstrated experience in paraplanning, especially with Superannuation and retirement strategies.
- Familiarity with financial planning software, particularly Midwinter.
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