Executive - Paraplanning

Conduct detailed analysis of client financial information, including investments, assets, liabilities, and income, to support the creation of financial plans.
Gather and evaluate financial data, market trends, and investment products to provide insights and recommendations to advisors.
Assist in the preparation and creation of financial plans, ensuring accuracy, compliance, and alignment with client goals and regulatory standards.
Maintain accurate records, documentation, and reports related to client financial information and plans.
Collaborate with advisors to address client inquiries and concerns, providing necessary information and clarification on financial plans.
Contribute ideas for process improvement, streamlining workflows, and enhancing the efficiency of paraplanning activities.

The candidate should be able to work onsite according to the Australian calendar and shift.
Bachelor's degree in Finance, Economics, Business, or related field.
Minimum 1 - 3 years of experience in a paraplanning role.
Proficiency in paraplanning software/tools (X Plan, AdvisorLogic, Midwinter)
Strong analytical skills with the ability to interpret complex financial data.
Knowledge of regulatory standards and compliance in the Australian financial services industry.
Excellent written and verbal communication skills.
Detail-oriented approach and strong organizational abilities.
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