Paraplanning – Associate

The Job:

  • Drafting Statement of Advice (SOs), reviewing SOs, and examining Record of Advice (ROA).
  • Providing support in administrative tasks, such as preparing client execution Platform Forms.
  • Generating a minimum of 2 Review SO reports daily for clients, each with varying levels of complexity.

Requirements :

  • A minimum of 1 year experience in Australian financial planning or related field.
  • Demonstrate strong motivation, ambition, and a keenness for continuous learning and skill enhancement.
  • Proficiency in written and verbal communication, with
    exceptional skills.
  • Capable of independently managing a diverse array of tasks.
  • Proficient in Microsoft Word and Excel for computer-based tasks.
  • Exhibits punctuality in meeting deadlines and promptly addressing required assignments.
  • Can work autonomously with minimal supervision for day-to-day responsibilities.
  • Familiarity with Xplan is desirable but not mandatory.

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