Paraplanning Manager Job in Adelaide

1 week ago


Adelaide Region SA, Australia Cooee Wealth Partners Full time

**Responsibilities**:
**About us**

Cooee Wealth Partners is a highly successful Independent Financial Services business. The foundation of our success is embedded in our proven systems and processes and the outstanding calibre of people that we work with.We pride ourselves on being Independent and always delivering the best advice for clients.For more information check out **

**Qualifications & experience**
- Graduate Diploma or CFP preferred
- Managed production of advice within tight timeframes whilst maintaining very high accuracy and quality.
- Minimum 7 years experience in Advice.

**Tasks & responsibilities**
- Oversee Advice production from scoping to the presentation.
- Develop, maintain and improve advice templates.
- Product champion of advice writing software (currently Adviser Logic).
- Write complex advice documents.
- Manage staffing internal & external

**Benefits**
- Work from home or anywhere, the choice is yoursImagine overlooking the beach in Bali whilst writing some advice.
- Independent advice unconstrained by commissions or licensee bias.
- Fun company events and retreats bringing everyone together.

Benefits



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