The Role
This role will see you supporting a small team of Advisers with developing strategies that meet their client's individual objectives, financial situation and needs. Your role will be varied, busy, challenging and extremely rewarding. You will be given the opportunity to provide quality strategic advice in all areas of Financial Planning including strategy, investment, risk, SMSF and Super. You will help manage client expectations and provide them with holistic advice.
Duties
This role will see you supporting a small team of Advisers with developing strategies that meet their client's individual objectives, financial situation and needs. Your role will be varied, busy, challenging and extremely rewarding. You will be given the opportunity to provide quality strategic advice in all areas of Financial Planning including strategy, investment, risk, SMSF and Super. You will help manage client expectations and provide them with holistic advice.
Duties
- Produce detailed and accurate SoA’s
- Assisting the adviser to develop relevant strategies through research
- Assemble & assist with client portfolios
- Help create a range of appropriate investment strategies
- Maintain and track client files using XPLAN
- DFP essential
- Previous experience as a Paraplanner / Senior Paraplanner (minimum 2 years)
- Experience using XPLAN
- A desire & proven ability to work collaboratively
- Superior written and verbal communication skills
- Process orientated with the ability to use initiative to solve problems.
Send resume to tehreem@jobs-n-jobs.com
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