Paraplanner - 12-month Fixed-Term ContractOpportunity to join a high performing and collaborative team, focused on providing quality paraplanning services to Industry superCBD location with Hybrid Work arrangementsFantastic team environmentGenerous leave entitlementsWho We Are:IFS's purpose is to help Australians retire with dignity, security and confidence.
We use our deep expertise, innovative thinking, collective ownership and scale to empower our partners.
We keep the member at the heart of everything we do, and we do the right thing – always.
We provide consulting, service design and operational solutions to profit to member super funds addressing their member education, financial advice and unpaid super needs.Summary:We are seeking an experienced, highly organised, and detail-oriented Paraplanner to join our team.
The Paraplanner will be responsible for assisting financial advisers in creating financial plans for clients.
The ideal candidate will have a strong understanding of financial planning concepts and be able to work collaboratively with advisers.
An understanding of the profit to member superannuation philosophy and individual client funds' services and position within the industry superannuation network would be an advantage.The OpportunityThis is a 12-month fixed-term contract with the possibility of a further 12-month contract or permanency at the end of the contract period.In this role you'll have the opportunity to:Gain exposure and work with a number of different Industry Funds ClientsWork closely with Financial Advisers from relevant funds to develop accurate and holistic Statements of Advice.Collaborate with other team members to deliver efficient service to clients.Participate in peer audit process to help improve or maintain knowledge and compliance within the team.The successful applicant will have:Completed or partially completed a Graduate Certificate of Financial Planning, or relevant tertiary qualificationRelevant tertiary qualifications are also considered an advantage.If required, be willing to undertake further study to ensure compliance with the Financial Advice Standards and Ethics Committee (FASEA).
Previous experience in working as a paraplanner with a Financial Planning practiceA high level of communication and numeracy skillsA strong work ethic and high level of professionalismThe ability to relate to and work consultatively with colleagues at all levelsSuperior analytical and conceptual skillsThe ability to synthesise information in a clear, succinct mannerHigh attention to detail is essentialKnowledge of XplanThe BenefitsA competitive salary package, inclusive of 13.5% superAbove award leave entitlement including additional paid leave between the Christmas and New Year public holidaysA comprehensive Employee Assistance ProgramHybrid and flexible workplaceOngoing coaching, training, and professional developmentA workplace that is welcoming and celebrates diversityThe opportunity to work for an organisation that is truly focused on acting in members best interest, not just on making a profitIFS is an equal chance employer supporting diversity and inclusion in the workplace.You must have full Australian working rights to be eligible for employment in this role.Are you ready?
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📌 Paraplanner - 12-Month Fixed-Term Contract (Melbourne)
🏢 Industry Fund Services
📍 Melbourne