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 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 advice.
Assisting the support team with their product and technical advice strategy queries.
Workshop investment strategy and product selection with the senior staff and advice team.
Maintain and manage turnaround times.
Have input in the advice process and running of the self-owned AFSL.
Qualifications & experience:
Minimum 1 year of paraplanning experience.
Preferably a finance degree or related business degree, or post-graduate certificate in finance / financial planning (desirable).
Extensive understanding of investment and financial planning strategies.
Understanding of SoA structures, document templates and relevant technical information required to meet regulatory standards.
Comprehensive knowledge of using Xplan (desirable).
Exceptional written and verbal communication skills with a collaborative and persuasive style.
Your application will include the following questions:
How many years' experience do you have as a paraplanner?
Do you have experience preparing Statement of Advice (SOA) documents?
Which of the following statements best describes your right to work in Australia?
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