Paraplanner

Paraplanner (Australia)

Roles and Responsibilities :

• Perform quality assurance checks to ensure the highest quality of work across the board.
• Drive improvement of the paraplanning process and contribute to a continuous improvement culture
• Contribute to operational processes and quality improvement initiatives
• Liaise with Advisers and communicate case updates and required information
• Provide guidance to junior members of the team and take a mentoring approach to support Junior Paraplanners
• High degree of accuracy and attention to detail
• Follow and adhere to ISO policies.

Requirements

Academic Qualifications and experience :

MBA Finance or Higher

1+ year of experience in the Paraplanning process

Benefits

Skills Required

Financial Projections, Soa, Ms Office Word