Paraplanner - Technical Assistant

Location: Perth
Job Type: Permanent
Reference: 750653-1
Contact: Cara Carroodus
Our client is renowned for their fantastic corporate culture and strong focus on their people.  Along with being provided ongoing professional development, you will have the opportunity to work alongside a team of people who are the best in their field.

The position of Paraplanner/Technical Assistant primarily involves the review of the clients' financial strategy in line with their goals and objectives, assisting Project Leaders and Advisers in delivery client centric advice and meeting documentation, sourcing accurate data and maintaining records whilst also working cohesively with the broader team to ensure that client deliverables are always met.

Responsibilities of this role include;

  • Assist in the preparation of Statements of Advice
  • Prepare reports and ad-hoc analysis for Client progress meetings
  • Portfolio maintenance and construction
  • Assist with Cash-flow forecasting and financial modelling
  • Research and analytical support to Project Leaders and Advisory Teams
  • Participation in team meetings and presentations
  • Consistent communication with internal members of the organisation as well as external stakeholder and clients
  • Management of client portfolios
The suitable candidate will possess;
  • 2 years experience within the Financial Planning Industry
  • Completion or progress towards completion of Diploma of Financial Planning, Adv Dip or CFP
  • Strong experience in managing to deadline and communicating to a team
  • Knowledge of investment platforms, transactions and fee structures
  • Knowledge of legislative and compliance requirements
  • Knowledge of company structures, Superannuation, SMSF's, Pensions
  • Superior communication skills, strong written and presentation skills
  • Natural ability to self motivate and work as part of a cohesive team
  • Attention to detail, accuracy and ability to be discreet with information
  • Demonstrate a commitment to high quality of work and a proactive and analytical approach to problem solving
Due to the volume of applicants we are only able to contact candidates that meet the above criteria.  Should you have any questions please contact Cara Carrodus on 08 9212 1001.