CAREER PARAPLANNER?

Are you an exceptional Paraplanner seeking an environment where your skills and experience will be acknowledged and valued?

Do you want a long term role in a growing business that provides quality ethical advice to their clients?

A friendly positive team of highly experienced Financial Planning Professionals.

DUTIES AND RESPONSIBILITIES

- Prepare timely Statements of Advice; SOA attachments and SOA working papers and electronically file correctly for compliance purposes.

- Collect, collate and analyse research obtained from clients and third-party providers.

- Complete Term Deposits reviews and generate advice, if required.

- Complete superannuation and non-superannuation investment portfolio reviews and generate advice, if required.

- Monitor and maintain current technical reference materials, e.g. adviser guides, investment research, direct stocks model, performance statistics and Product Disclosure Statements.

- Meet with Advisers to discuss the recommendations and any advice nuances that may impact the advice outcomes.

- Keep abreast of market movements and raise relevant matters that may impact client advice and/or approved product list.

- Maintain awareness of the legislative and compliance requirements for effective delivery of advice.





- Build and maintain good relationships with internal teams for ease of administration and smooth processing.

- Contribute to the weekly team meetings and be willing to up skill and learn more from peers.

KEY ATTRIBUTES, SKILLS AND QUALIFICATIONS

- Three or more years in financial planning, exposure to Xplan.

- Relevant tertiary qualification or progressing towards (eg. Graduate Diploma of Financial Planning) preferred but not essential.

- Excellent attention to detail, a natural affinity with numbers.

- Well-developed written and verbal communication skills.

- Production centric attitude, ie. A valuable time manager.

- Be a team player but have a strong personal motivation to succeed.

- Have a caring and amiable disposition.

- Be flexible and enjoy change, consider ongoing improvement as a norm.

- Committed to personal and professional development and willingness to attending seminars and professional development sessions outside business hours.

- Desire to progress towards meeting the FASEA Code of Ethics standard.

COMPUTER SYSTEMS

- Xplan, Microsoft Suite, third party websites, custom built software.

If this role is of interest please call Chris Killen on 04•• ••• 288 or apply as directed below.

📌 Career Paraplanner (Chatswood)
🏢 CDM Partners
📍 Chatswood