Paraplanner - Technical Assistant

Job Title: Paraplanner - Technical Assistant
Contract Type: Permanent
Location: Perth
Salary: $60-65,000 pkg
Start Date: ASAP
Reference: 730364
Contact Name: Cara Carrodus
Contact Email:
Job Published: June 21, 2018 13:45

Job Description

We have an exciting opportunity available for a Paraplanner - Technical Assistant within a highly regarded Financial Services organisation in Perth.

The position of Paraplanner - Technical Assistant is primarily responsible for providing technical and production support to the Advisor team in preparation for client meetings, ongoing advice and client acquisition.  In addition this position is responsible for researching market trends and opportunities, and communicating new technical information to the CP Advisor team including advice relating to Corporate Actions.

Responsibilities of this role include;
  • Assist in the preparation of Statements of Advice
  • Prepare reports and ad-hoc analysis for Client progress meetings
  • Assist with Portfolio maintenance and construction
  • Assist with Cash-flow forecasting and financial modelling
  • Assist Project Leaders in providing business planning/structuring services
  • Providing 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
  • Active engagement in internal and external seminars relevant to the organisation and industry
The suitable candidate will possess;
  • 1-2 years experience within a Financial Services Industry role or similar
  • Ability to work within a dynamic and fast paced environment
  • Completion or progress towards completion of Diploma of Financial Planning, Adv Dip or CFP
  • 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
  • Excellent working knowledge of MS Office Applications
Experience with Xplan is advantageous as is knowledge in areas of financial planning, implementation of SOA's and alternate entity structures.

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 either 08 9212 1001 or otherwise please apply following the instructions below.

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