Australian Paraplanner

Job description

Role & responsibilities

Role Overview : The Junior Paraplanner plays a crucial supporting role in the financial planning process, working closely with senior paraplanners and financial advisors to ensure the delivery of high-quality financial advice to clients. Key Responsibilities : Research and Analysis : CondResearchancial products, market trends, and investment opportunities. Analyze financial data and prepare reports for clients. Client Data Collection : Assist in gathering and organizing client information, including financial statements, tax documents, and personal goals and objectives. Financial Modeling : Create financial models and projections to support the development of comprehensive financial plans. Compliance and Documentation : Ensure that all documentation and compliance requirements are met, including the preparation of Statements of Advice (SOAs) and compliance checks. Recommendations : Contribute to the formulation of financial recommendations in collaboration with senior team members. Client Interaction : Assist in client meetings and communication to address inquiries and clarify financial plans. Administrative Support : Provide administrative support to the senior paraplanners and financial advisors, including scheduling meetings and maintaining client records. Professional Development : Stay updated with industry regulations and best practices to support continuous learning and growth. Qualifications : Bachelor's degree in finance, economics, or a related field. A strong understanding of financial products and markets. Familiarity with financial planning software and tools. Excellent analytical and research skills. Effective communication and interpersonal skills. Attention to detail and a commitment to compliance. Certifications : It's often beneficial to pursue relevant certifications like the Diploma of Financial Planning (DFP) to enhance qualifications.

Role :   Finance & Accounting - Other

Industry Type :   IT Services & Consulting

Department :   Finance & Accounting

Employment Type :   Full Time, Permanent

Role Category :   Finance & Accounting - Other

Education

UG :   Any Graduate

Education

Bachelor of Liberal Arts (BLA / ALB), Bachelor in General Studies (BGS), Bachelor in Hotel Management (B.H.M), MBBS, Bachelor of Homeopathic Medicine and Surgery (BHMS), Bachelor of Business Administration (B.B.A), Bachelor of Applied Science (BAS), Bachelor Of Pharmacy (B.Pharm), Bachelor Of Computer Application (B.C.A), Bachelors of Law (B.L / L.L.B), Bachelor of Commerce (B.Com), Bachelor of Social Work (B.S.W), Bachelor of Dental Surgery (B.D.S), Bachelor of Ayurvedic Medicine and Surgery (BAMS), Bachelor of Music, Bachelor of Arts (B.A), Bachelor of Architecture (B.Arch), Bachelor of Health Science, Bachelor of Science (B.Sc), Bachelor of Interdisciplinary Studies, Bachelor Of Technology (B.Tech / B.E), Bachelor of Education (B.Ed), Bachelor of Music Education (B.M.E.)

Skills Required

Compliance, Research Analysis