Paraplanner - Melbourne, Australia

Are you an experienced Paraplanner? Are you looking for a career in Paraplanning or support on your journey to become an adviser. If this is you and you are looking for a company that supports your development, we want to hear from you!

Job Summary

Our team of Paraplanners is responsible for the creation of high-quality advice documents and product research for our team of employed and external advisers. The client experience is at the centre of everything we do. We place a high priority on the accuracy and technical expertise of our teams, and we value the way this positively impacts a client's journey with us.

Key Responsibilities

The responsibilities of the Paraplanner role include:

• Production of high quality advice documents that meets compliance requirements and support great client outcomes.
• Review submissions to raise queries that enhance the efficiency of preparing the advice.
• Review completed advice to enhance the quality of the advice document.
• Supporting junior team members with coaching and knowledge sharing.
• Complete accurate research on changes to products, services, legislation, and strategy options.
• Collaborate with Advisers and Associate Advisers in the production of advice documents.
• Complete strategy analysis such as product cost comparisons, indicative quotes and capital projections.

The Benefits to You:

• A supportive team and leader dedicated to your development and progression.
• A competitive salary package + opportunity to participate in the bonus scheme.
• Hybrid working arrangements, once you have completed probation.
• A workplace that is welcoming & supportive of employee growth and development.
• Access to a successful Adviser development program with a proven track record of building quality advisers. 

• Experience as a Paraplanner or in a related role.
• Strong technical expertise and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work collaboratively as part of a team.
• Strong research and analytical skills.