Para-Planner and Administrative Support

Position Overview:

Responsibilities

• Collaborate with financial adviser to prepare SOA, ROA and strategy notes for clients.
• Conduct research on Superannuation products, investment options, and insurance products.
• Assist in constructing financial models and scenarios to support client recommendations.
• Prepare and review client documents, including investment proposals and retirement plans.
• Ensure compliance with industry regulations and internal standards. Administrative Support:
• Calling Super/Insurance product providers
• Manage and organize advisers' schedules, appointments, and client meetings.
• Assist in preparing and editing client reports, presentations, and correspondence.
• Handle incoming calls, emails, and communication, directing them appropriately.
• Maintain accurate client records, databases, and online systems.
• Assist in FDS production and generating consent forms Other ad hoc administrative duties

Qualifications:

• Proven experience in para-planning within the financial services industry.
• Proficiency in financial software including Xplan, Wealthsolver, Xtools, and risk research.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to manage multiple tasks and meet deadlines.
• Familiarity with compliance requirements for financial planning.
• Willingness to engage in ongoing education and on the job learning

Benefits:

• Flexible working arrangements to support work-life balance.
• Opportunity to contribute to the growth of a small, dynamic financial planning business.
• Exposure to diverse aspects of financial planning and administration.
• Access to ongoing professional development and training opportunities.
• Collaborative and supportive work environment.