Paraplanner

Market leading ethical financial advice firm founded in 1989. We provide comprehensive financial and investment advice to a wide range of clients, both wholesale and retail. Our clients expect to know what their money is doing in the world and we shape portfolios to fit their values and create positive social and environmental impact. We are continually growing our team of professionals, with head office in Sydney and office in Melbourne CBD. We are now on the look out for an experienced paraplanner to work with our Sydney based team.

– 5 weeks annual leave
– Flexible work arrangements
– Convenient location 5 minutes from Wynard station
– Competitive salary plus Bonus

About the role

Work within a super friendly team of 8 paraplanners and 8 advisers - very supportive culture
Full admin support so you can focus on the paraplanning
Key Responsibilities
- Advice Preparation - SoAs & RoAs
- Client Meetings - with advisers to ensure accurate info gathering
- Database Management - maintain client files
- Process Improvement - identify opportunities & work on solutions

Skills and experience

ADFP or equivalent at minimum
Minimum 3 yrs paraplanning experience
Intermediate Office 365 skills (SharePoint, Word, Excel, Planner, Teams)
Xplan (preferred) or other financial planning software
Excellent written and verbal communication skills