Paraplanner

Location
Western Australia, Perth CBD
Salary
AU$70000 - AU$85000 per annum
Posted
01 Aug 2019
Closes
01 Sep 2019
Ref
6B/19333
Contact
Shamini Rajah
Contract type
Permanent
Hours
Part time

Hudson provides talent solutions to our clients as well as supporting candidates with their next career move whether it is in a permanent, temporary or contract role. We pride ourselves of our excellent long lasting service and relationship with both candidate and client.

About the Role:

My client is one of the leading Financial Planning Group's here in Perth and they are currently seeking a Senior Paraplanner with at least 3+ years' experience in the related industry. Ideally you will have Charter Financial planning experience and the ability to build strong working relationships with the Financial Planners in the company.

Responsibilities:

  • Work closely with advisors to deliver strategies in order to meet clients' needs
  • Research and preparation of insurance quoting and product comparison
  • The ability to demonstrate skills in SOA and ROA construction and modelling using Xplan
  • Provide compliant advice documents across a diverse client base
  • Understanding of industry regulations around superannuation, investment, retirement, tax, risk management and social security
  • Preparation of advice documents
  • Ensuring all notes, files and facts are documented in an accurate and structured manner

To be successful:

  • At least 3+ years' experience as a Paraplanner
  • Advance Diploma and/or Diploma of Financial Services or a Degree in the related fields will be highly desirable
  • Chartered Financial Planning experience will be highly desirable
  • Xtools+ experience and profound knowledge of modelling complex strategies
  • Ability to collaborate with several advisors
  • Exceptional written and communication skills
  • Ability to work under pressure
  • Produce accurate SOAs/ROAs
  • Ability to communicate complex concepts in an appealing manner to a varied audience

What you will receive:

  • Career progression and the opportunity to grow within the company
  • An attractive salary
  • Parking onsite
  • A easy going and positive team
  • Stability in a full time position

This is an exciting opportunity to work with a market leader within their space. If you feel that your experiences are relevant, please do not hesitate to APPLY now! Forward and up-to-date CV to shamini.rajah@hudson.com or have a confidential chat regarding future opportunities with Shamini Rajah on 0893230256.