Financial Solutions Specialist

2 weeks ago

Brisbane, Queensland, Australia beBeeParaplanning Full time $76,217 - $84,771
Paraplanning Role Overview

We are seeking a skilled Paraplanner to join our team, responsible for preparing high-quality, compliant advice documents that meet client goals and objectives.

The successful candidate will collaborate closely with stakeholders to refine recommendations, conduct detailed financial calculations, and ensure all advice aligns with compliance standards.

This is an excellent opportunity to work in a dynamic environment, leveraging your expertise in financial planning principles, investment strategies, and regulatory requirements to deliver tailored financial solutions.

Key Responsibilities
  • Prepare accurate and compliant advice documents, such as Statements of Advice (SoAs) and Wholesale Advice Documents (WADs)
  • Collaborate with stakeholders to refine recommendations and ensure compliance standards
  • Conduct detailed financial calculations and maintain detailed records
  • Provide coaching and guidance to team members and stakeholders
Requirements
  • Strong understanding of financial planning principles, investment strategies, and regulatory requirements
  • High attention to detail and ability to draft accurate advice documents
  • Excellent communication skills to engage effectively with stakeholders
  • Strong organisational skills and ability to manage multiple priorities
  • A proactive and collaborative approach
About This Opportunity

This role offers the chance to work in a supportive team environment, contributing to the delivery of high-quality financial solutions.

You will have the opportunity to develop your skills and expertise in a dynamic industry, working with a range of stakeholders to achieve business objectives.

If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply.

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