Paraplanner (Australia)

Roles and Responsibilities:

Perform quality assurance checks to ensure the highest quality of work across the board.
Drive improvement of the paraplanning process and contribute to a continuous improvement culture
Contribute to operational processes and quality improvement initiatives
Liaise with Advisers and communicate case updates and required information
Provide guidance to junior members of the team and take a mentoring approach to support Junior Paraplanners
High degree of accuracy and attention to detail
Follow and adhere to ISO policies.

Requirements

Strong understanding of key areas such as SOA, ROA, financial projections, and WealthSolver.
Excellent English communication skills are highly valued, both spoken and written
High degree of accuracy and attention to detail
Able to handle multiple priorities and requests with adequate planning
Confident and pleasant personality to build relationships with clients
Well-organised and able to work independently with excellent time management skills
Hands-on experience and confidence with MS Office (Word and Excel)
Desire to succeed

Academic Qualifications and experience:

MBA Finance or Higher

1+ year of experience in the Paraplanning process

Benefits

Paraplanner