Paraplanner 

Market leading ethical financial advice firm founded in 1989. We provide comprehensive financial and investment advice to a wide range of clients, both wholesale and retail. Our clients expect to know what their money is doing in the world and we shape portfolios to fit their values and create positive social and environmental impact. We are continually growing our team of professionals with head office in the Sydney CBD plus offices in Melbourne and Canberra and are now on the look out for a new paraplanner.

 

Qualifications & experience

  • ADFP or equivalent at minimum

  • Minimum 3 yrs paraplanning experience

  • Intermediate Office 365 skills (SharePoint, Word, Excel, Planner, Teams)

  • Xplan (preferred) or other financial planning software

  • Excellent written and verbal communication skills

 

Tasks & responsibilities

  • Advice Preparation - SoAs & RoAs – Ethical investment focussed plus Super, Pension, retirement, SMSF and other strategies.

  • Client Meetings - with advisers to ensure accurate info gathering

  • Database Management - maintain client files

  • Process Improvement - identify opportunities & work on solutions

 

Benefits

  • Great opportunity to work for a growing company that supports career development

  • Convenient office locations

  • Friendly team of paraplanners and advisers - very supportive culture

  • Full administration support so you can focus on paraplanning

  • 5 weeks annual leave and great work-life balance

  • Partial work from home is possible once probation complete