OUTSOURCED PARAPLANNER - WORK FROM HOME - XY Adviser

Jobs Board

OUTSOURCED PARAPLANNER – WORK FROM HOME

Wealth Axis

Contract

The business

The role

You will also be responsible for the:

Advice Document Production

Prepare professional, comprehensive and high quality financial advice documents
Work professionally with clients on matters of advice production and compliance
Participate in client meetings as required
Build strong client relationships by providing quality technical support
Consult on “best practice” in advice production and paraplanning
Maintain strong communication with the team
Work closely with your peers to continually develop and improve our services
Keeping the team “up-to-date” with industry news pertaining to financial advice and compliance
Desired Skills and Experience

Skills and experience

To be the successful applicant you MUST:

Have extensive knowledge of the financial planning advice process and the preparation of clear and concise advice documentation
Be able to clearly demonstrate excellent technical and financial modelling skills
Be comfortable and capable communicating orally and in writing
Be capable of working productively as part of a team with your peers and external stakeholders.
Have 3 years’ experience in the preparation of SOAs, calculations and modelling
Be experienced modelling and preparing advice in XPLAN
Know your way around Microsoft Excel and Microsoft Word
Broadly understand superannuation, retirement income streams, investments, insurance, taxation, social security and estate planning

How to apply

If you believe you are the right fit for this role, interviews will start immediately. Register your interest by applying now or send your application to HR@wealthaxis.com.au [link removed]

Salary is negotiable depending on capability and experience.