Paraplanner

Are you interested in a career where you have access to multi-disciplined financial services offering; financial planning, lending, accounting and property management/sales/buyers advocate? 
At SA Wealth Group, we are self-licensed AFSL offering holistic financial planning services relating to super, pensions, investments, insurance, debt management and retirement planning/wealth creation services 
Due to the significant organic growth, we are seeking a highly motivated individual for the role of full-time Paraplanning to support our advisers, allowing them to effectively service their current and potential clients with quality financial solutions.  The position has a shared responsibility to contribute to the strategies, policies and plans:
The role: Liaising with the advisers and advice team on strategy, research and preparation of statements of adviceAssisting the support team with their product and technical advice strategy queriesWorkshop investment strategy and product selection with the senior staff and advice teamMaintain and manage turnaround timesHave input in the advice process and running of the self owned AFSL.Qualifications & experience minimum 1 years para planning experiencePreferably a finance degree or related business degree, or post graduate certificate in finance/financial planning (desirable).Extensive understanding of investment and financial planning strategiesUnderstanding of SoA structures, document templates and relevant technical information required to meet regulatory standardsComprehensive knowledge of using Xplan (desirable)Exceptional written and verbal communication skills with a collaborative and persuasive stylePlease attach your cover letter & resume. Please no offshoring/outsourcing/recruiters or overseas applicants.