We have a fantastic opportunity for you to join our supportive, growing team to provide quality support service to EQT Financial Advisers. Your financial planning knowledge and paraplanning skills will ensure your success; in return, we offer a great culture where your contributions will be recognised.
You will offer a crucial business support service utilising your strong financial planning knowledge and paraplanning skills. Your main focus will be on creating Statements of Advice and Record of Advice Documents.
About the role:
Prepare financial planning Statements of Advice & Records of AdviceDevelop financial planning strategies and investment recommendationsUndertake investment portfolio reviews and conduct product researchUndertake financial modelling and cash flow longevity scenariosManage and maintain relevant quality assurance programs within the teamHelp the Fiduciary Investment team in preparing Prudent Person Reviews when neededPrepare Investment Committee submissions as necessary
What you'll need to succeed:
Significant experience in a previous paraplanning positionDemonstrated competency in the usage of XPlanExperience in Centrelink and SuperannuationInvestment knowledge and experience, including direct Australian equitiesSound knowledge of ASIC compliance requirements and Financial planning standardsFinancial Planning Qualifications
What we can offer you:
A warm, open and supportive cultureAn attractive remuneration package, including reward and recognition programsAn employee wellness program, including discounted health insurance and an employee assistance programAn individual learning and development budget to help you growA workplace volunteering and giving program to enable you to help others in the communityGroup Salary Continuance insurance to protect you when you need it mostDiscounted tax and estate planning services
About us - Trusted since 1888
Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for generations to come. As a trustee company, it is our responsibility to always act in our clients' best interests, ensuring they feel safe, valued, and cared for.
We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.
Equity Trustees is 130 years strong - and growing. Apply now to be part of a successful contemporary trustee company!
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