Financial Planning Support Specialist

1 week ago


Joondalup, Australia beBeeParaplanner Full time $50,000 - $80,000

Established firms seek skilled professionals to drive financial planning and advice. In a part-time role, the Paraplanner will be responsible for supporting financial advisers in a collaborative office environment.

Key Responsibilities:
  • Draft high-quality advice documents
  • Complete Statement of Advice and Record of Advice documentation
  • Prepare compliance documents and forms
  • Perform administrative tasks to facilitate adviser efficiency
  • Liaise with external parties to ensure seamless operations
  • Provide ongoing support to colleagues and team members
  • Communicate effectively with clients and respond to their inquiries
  • Monitor workflow and follow up on outstanding tasks to maintain productivity
Requirements:
  • Positive attitude and initiative to drive results
  • Strong focus on teamwork and building personable relationships
  • Analytical skills and ability to interpret numerical data
  • Proficiency in Microsoft Office suite and relevant software applications
  • Excellent client service and communication skills
  • Ability to manage multiple tasks and meet deadlines efficiently

A competitive salary package reflective of the successful candidate's skill set is offered.



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