Senior Paraplanner
- Sri Lanka
What would you be doing?
- Preparation of advice documents for financial advisers in Australia
- Conducting product research and financial modelling and working closely with financial advisers to develop strategies and advice.
- Liaising with financial advisers and ensuring that the service provided is as per their requirements and the regulatory requirements.
Do you make the cut?
- Minimum 2 years experience in preparing Statements of Advice (SoAs) for the Australian financial planning industry.
- Experience using AdviserLogic and/or Xplan (WealthSolver, Risk Researcher, and Xtools+)
- Thorough understanding of the compliance requirements, and financial products in the Australian financial planning industry.
- Excellent English reading, writing and speaking skills
- Strong computer skills including a working knowledge of Microsoft Office suite
- A high attention to detail
- Excellent organizational skills the ability multi-task and manage competing priorities
- Good problem solving skills
- A positive attitude with a desire to work collaboratively in a small team environment
Benefits:
- Exposure to the financial planning industry in Australia
- Ongoing training & career progression
- Competitive salary package based on your skills & experience
- Recognitions and awards for high achievers
- Opportunity for flexibility and ability to work from home on a roster basis | Work-Life balance
- Great culture | Friendly & supportive team
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