38d ago

Paraplanner / Senior Paraplanner - Private Wealth Management

Kaizen Recruitment

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~ $100,000
Work type
Full Time
Contract type
How this job matches you
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Estimated range
$93k - $100k
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Perks & benefits
Career Development

Full job description
  • Paraplanner / Senior Paraplanner | Strong career development
  • Independent Private Wealth Management Firm
  • Based in Melbourne CBD

My client is an independent private wealth management firm providing direct investment advice to HNW families. My client is searching for a paraplanner or senior paraplanner to join their growing team with the potential for long term career development. 

  • Paraplanner / Senior Paraplanner | Strong career development
  • Independent Private Wealth Management Firm
  • Based in Melbourne CBD

Key Responsibilities include:

  • Preparing bespoke Records of Advice (ROA) and Statements of Advice (SOA) for new and existing clients;
  • Researching strategies, products and technical issues to ensure knowledge is up to date;
  • Creating complex and bespoke modelling for new and/or existing clients;
  • Ensuring all advice documents are in line with the compliance requirements of the firm and legislation;
  • Researching direct equities and putting together recommendation commentary; and
  • Liaising with accountants, solicitors, bankers, insurers and other professional partners for client advice related queries.

Essential skills & qualifications:

  • Degree in Financial Planning or a similar discipline;
  • Minimum of 2 years’ experience as a paraplanner;
  • RG146 compliant;
  • Advanced knowledge of financial planning software such as XPLAN (WealthSolver, Risk Researcher, & XTools+) or COIN;
  • Understanding of complex advice strategies including but not limited to superannuation, wealth creation/protection, retirement planning, risk management, cash flow and budgeting, debt management, listed securities, Centrelink and SMSF strategies.

This is a great opportunity to join an independent private wealth management firm that offers career development and progression.

If you are interested in learning more about this position, please contact Simon Gvalda at Kaizen Recruitment on 0431 634 291 or apply via the attached link.

Job details
Date posted
7 Jul 2020
Banking, Superannuation & Finance
Financial Planner
~ $100,000
Contract type
Work type
Full Time
Job mode
Standard/Business Hours
Career level
Senior (Experienced Non-Manager)
Work Authorisation
Australian Citizen/Permanent Resident

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