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Paraplanner - Work From Home

Porterallen - Docklands, VIC

Banking & Finance
Source: uWorkin


The Opportunity

An excellent opportunity has arisen for a Paraplanner to join a leading Australian Bank and have the opportunity within a tight knit team, to learn and develop your career. This is the ideal role for an experienced Paraplanner with experience working in a high volume centralised paraplanning team looking for flexible work opportunities.

We are seeking a motivated and driven individual with experience preparing personalised statements of advice ensuring they fit the client's lifestyle and financial planning needs.

The Role

  • Develop Statements of Advice in line with industry and business best practice
  • Research products, strategies and technical issues to ensure knowledge is kept current
  • Review PDS documentation
  • Deep understanding of risk and compliance in relation to investments, insurance, superannuation both simple and complex strategies
  • Management of client portfolios
  • Work with advisers to develop quality advice for clients

Skills & Experience
  • MUST have experience with XPLAN
  • Experience preparing SOAs, product research and selection
  • Experience working within a centralised paraplanning team is desirable
  • 3+ years experience as a Paraplanner
  • Have experience with pre-retirement strategies, SMSF, personal insurance and managed investments - Aged Care, trusts and direct investments also desireable
  • High communication skills and analytical mindset to think outside the box
For a confidential discussion please call Adrian O'Donnell on 0402 030 906, email adrian.o'donnell@porterallen.com.au or click on the apply button below.

Contact: Adrian O'Donnell