Paraplanner

6 days ago

Melbourne, Victoria, Australia Equity Trustees Full time

We are currently seeking a Paraplanner to join our Trustee & Wealth Services (TWS) Advice team. Reporting to the Manager, Paraplanning, this role provides high-quality support to EQT Financial Advisers through the preparation of Statements of Advice (SOAs), Records of Advice (ROAs), and financial modelling.

This is a great opportunity for a detail-oriented professional with strong technical knowledge in financial planning and investments, who thrives in a collaborative environment and is passionate about delivering quality advice outcomes.

Key Responsibilities

  • Prepare SOAs and ROAs in line with EQT's Quality Assurance Program.
  • Conduct financial product research and comparisons to meet client best interests.
  • Undertake financial modelling using financial planning software.
  • Collaborate with Financial Advisers to develop strategies and recommendations.
  • Contribute to process improvements and maintain procedure documentation.
  • Maintain compliance with ASIC and Trustee Act requirements.
  • Share knowledge and support capability development within the paraplanning team.

What You'll Need to Succeed

  • Minimum 3 years' experience in a paraplanning role.
  • Strong understanding of investment strategies, superannuation (including SMSFs), and financial planning standards.
  • Sound knowledge of ASIC compliance requirements.
  • Experience using Xplan is essential.
  • Excellent analytical, numerical, and communication skills.
  • Strong client and business focus with a continuous improvement mindset.
  • Ability to work independently and manage competing priorities.
  • Financial Planning qualifications (mandatory).
  • Tertiary qualifications in business, finance or related field (desirable).
  • Membership in a relevant professional association (preferred).

What We Offer

  • A warm, open, and supportive culture.
  • An attractive remuneration package, including reward and recognition programs.
  • An employee wellness program, including discounted health insurance and an employee assistance program.
  • A workplace volunteering and giving program to enable you to help others in the community.
  • We are proud to be part of the Top 30 Best Workplaces to Giveback 2024.
  • Discounted tax and estate planning services.
  • 16 weeks paid parental leave for the primary carer.
  • Great central CBD location, modern office fit-out and end-of-trip facilities.
  • Flexible/Hybrid working environment.

About Us - Trusted Since 1888

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

Equity Trustees is over 145 years strong - and growing. Apply now to be part of a successful contemporary trustee company

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