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Paraplanner - Gold Coast

Job Title: Paraplanner - Gold Coast
Contract Type: Permanent
Location: Other Locations
Industry:
Start Date: ASAP
Reference: 2634820 - 2
Contact Name: Toby Walsh
Contact Email: t.walsh@ensurerecruitment.com.au
Job Published: November 18, 2017 09:47

Job Description

My client is a highly innovative impressive financial services provider and currently an fantastic opportunity have arisen for a Paraplanner to join the team on a permanent basis based in the Gold Coast offices.
 
The role is responsible for the provision of strategic input to produce Statements of Advice and Records of Advice using COIN and/or Xplan financial planning software. 

Main focus areas
  • Prepare high quality and compliant Statements of Advice and other advice documents on behalf of planners.  Partnering with planners and assist them with strategic input
  • Review financial strategies of clients and provide feedback
  • Maintaining excellent relationships with the client base
  • Implementation of any initiatives to improve Client Management
  • Assisting with strategy development and modelling in conjunction with the adviser.
  • Working with other paraplanners and team members to meet deadlines and client service standards.
  • Providing technical support and advice to clients and advisers.
  • Remaining up to date on legislative and industry changes and investment market developments.
  • Providing research and analytical assistance to our Investment Committee on current and proposed securities and investment opportunities.
To be considered you will have:
  • DFP and/or ADFS qualifications in financial planning 
  • Proven Paraplanning experience
  • Be passionate about Paraplanning and assisting advisors
  • Excellent Communication skills 
  • Have experience with COIN or Xplan software ideally 
To be considered for this exciting and rewarding role please click the "APPLY" button to forward a copy of your resume.  Alternatively to find out more about this role or any other roles within the Wealth Management sector please contact Toby Walsh from Ensure Recruitment on 0404 971 247 or email t.walsh@ensurerecruitment.com.au

Please note ALL applications will be treated in strictest confidence.

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