Financial Planning Specialist
3 weeks ago
We are seeking an experienced Financial Planning Specialist to join our team in Australia. This is a key opportunity for someone looking to grow their career in wealth management and make a meaningful contribution to our clients' financial success.
The ideal candidate will have demonstrated experience in paraplanning, with a strong understanding of financial strategies and products. They will be responsible for researching and analysing data to provide high-quality advice to our advisers and clients.
As a Financial Planning Specialist at Findex, you will be part of a dynamic and supportive team that values growth and well-being. You will have the opportunity to work on a range of financial projects and develop your skills in a collaborative environment.
Job Responsibilities:- Manage workflow turnaround from our third-party provider on behalf of financial advisers
- Conduct product comparisons and insurance needs analysis
- Liaise with internal and external parties as required
- Perform post-vetting of statements of advice
- Demonstrated experience in paraplanning
- Bachelor's degree in a relevant area of study (e.g. finance)
- Experience using Xplan or similar software
- Exceptional communication skills and a passion for advice quality, accuracy, and timeliness
- A structured career development pathway and opportunities for personal and career growth
- Great work-life balance - work from home and/or the office
- A supportive team and active social club
Findex offers a competitive salary of around AU$70,000 - AU$90,000 per annum, depending on experience, plus benefits such as professional development opportunities and a positive work environment.
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