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

Strong understanding of key areas such as SOA, ROA, financial projections, and WealthSolver.

Excellent English communication skills are highly valued, both spoken and written

High degree of accuracy and attention to detail

Able to handle multiple priorities and requests with adequate planning

Confident and pleasant personality to build relationships with clients

Well-organised and able to work independently with excellent time management skills

Hands-on experience and confidence with MS Office (Word and Excel)

Desire to succeed

Academic Qualifications and experience :

MBA Finance or Higher

1+ year of experience in the Paraplanning process

Benefits

5 Days Working

Family Medical Insurance

Attractive Salary

Dynamic Work Culture

26 Leaves & 10+ Holidays

Job Timing- 7 : 30am- 4 : 30pm (Monday to Friday )