Wealth Creation Specialist

1 week ago

Newcastle, New South Wales, Australia beBeeFinancialPlanning Full time $60,000 - $90,000
About the Financial Planning Position

We are seeking a detail-oriented Paraplanner to join our team. This role is ideal for individuals with a foundation in financial planning or finance who wish to grow within the financial advisory field. As a Paraplanner, you'll play a critical role in supporting our financial advisers by researching, preparing, and documenting tailored financial strategies for clients.

The successful candidate will have excellent analytical and research skills, with attention to detail, as well as strong written and verbal communication skills. They will also possess a commitment to the financial planning profession and a desire for ongoing learning and industry development.

Key Responsibilities
  • Strategy Development: Assist in the preparation and documentation of customized financial plans, including superannuation, investment, and insurance solutions.
  • Research & Analysis: Conduct product research and analysis to identify suitable options for client portfolios.
  • Client Documentation: Prepare Statements of Advice (SOAs) and other client documents that meet compliance standards.
  • Ongoing Client Support: Assist advisers with follow-ups, updates, and strategy reviews, ensuring clients' plans stay aligned with their goals.
  • Compliance Management: Support the compliance process, ensuring documentation meets regulatory requirements.
Why Choose This Role?

This role offers a solid foundation for a long-term career in financial planning. You'll have the flexibility to work from either our office, alongside a supportive team that values client-focused advice. We provide structured training, mentorship, and development opportunities to ensure your success in this position.

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