Paraplanner

The Paraplanner should have work experience in an Australian Financial Services company.

Job responsibilities:

Preparation of complex and strategic SOA's
Conduct research, financial modelling and projections
Provide administrative and technical support to the financial advisers
Maintain compliance standards across full review process
Other ad hoc duties as required
Job qualifications:

Minimum of 2-3 years’ experience as a Paraplanner
Strong knowledge of multiple strategies including insurance, direct investment (shares, ETFs, managed funds etc), cashflow modelling, super (incl SMSF and super contribution strategies), etc
Capable of writing complex SOA's and ROA's
Knowledge of industry software (Advisor Logic is preferred but not essential)
Strong attention to detail