Senior Paraplanner

5 days ago

Sydney, New South Wales, Australia IIP Dealer Group Full time $90,000 - $120,000 per year

Company Description

IIP Dealer Group is a progressive Australian Financial Planning Licensee offering expertise, compliance support, and scalable technology solutions to Corporate Authorised Representatives. Our services are designed to empower financial planners with the tools and knowledge they need to succeed. We are committed to providing high-quality support and innovative solutions to meet the evolving needs of our clients.

Role Description

This is a full-time, remote role for a Senior Paraplanner. The Senior Paraplanner will be responsible for supporting financial planners by preparing detailed financial plans, conducting financial analysis, and providing investment recommendations. Daily tasks will include report writing, client consultations, and collaborating with other financial professionals to ensure client goals are met effectively. The role requires strong analytical skills and a deep understanding of financial planning and investment strategies.

Qualifications

  • ADFP or DFP qualified.
  • Strong Financial Planning and Finance skills
  • Excellent Analytical Skills and Investments knowledge
  • Proficiency in writing Statement of Advice using Xplan
  • Exceptional attention to detail
  • Ability to work collaboratively in a team environment
  • Advanced proficiency in financial planning software

Software Competency

  • Strong knowledge of Xplan
  • Strong knowledge of ProductRex

Career Progression:

This role has become available as our current Senior Paraplanner is transitioning to a compliance assistant role for our Boutique Dealer Group.

If you are looking for a role where you can quickly progress your career in a growing boutique dealer group, this role is for you. We are looking for a dynamic, fast learning paraplanner to join our growing team.

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