Paraplanner – 12-month Fixed-Term Contract
Hybrid
Core
Assist financial advisers in creating financial plans and Statements of Advice for clients within the industry superannuation sector.
Role type
Paraplanner
Builds
Financial plans and Statements of Advice
Domain
Financial Planning / Superannuation
Required skills
Financial planning concepts, Xplan, analytical skills, numeracy, attention to detail
Preferred skills
Industry superannuation network knowledge, FASEA compliance knowledge
Responsibilities
Develop accurate and holistic Statements of Advice, Collaborate with Financial Advisers, Participate in peer audit process
Seniority
Mid-level, experienced