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Senior Paraplanner/Junior Advisor

Details of the offer

Full timeAbout the roleSFR Advisory Group Pty Ltd is seeking an experienced Senior Paraplanner /Advisor who is very experienced in using Xplan to join our multi-disciplinary financial planning firm in East Perth, Western Australia. This full-time role will see you providing high-quality financial planning support and advice to our clients, with opportunities to develop/or step into an Advisor position.What you'll be doingHave a comprehensive technical ability and use of Xplan and be able to train and assist the teamConducting in-depth client fact-finding and financial analysis to understand their unique goals and circumstancesPreparing comprehensive financial plans, advice documents and statements of adviceConducting investment research and portfolio modelling to recommend tailored investment strategiesLiaising with clients to present financial plans and recommendationsTalking to clients on the phone and being able to sit down with themProviding ongoing support and service to your clients, including regular reviews of their financial positionCollaborating with our team and financial advisor to deliver exceptional client outcomesStaying up-to-date with changes in legislation, regulations and industry best practicesHaving an understanding of accounting/tax would be beneficialWhat we're looking forMinimum 3 years' experience as a Paraplanner in a financial planning or wealth management environmentStrong technical knowledge of financial planning, including superannuation, investments and taxationExcellent communication and interpersonal skills, with the ability to translate complex financial concepts into plain EnglishHigh level of attention to detail and commitment to producing accurate, compliant workProactive problem-solving skills and the ability to work independently as well as part of a teamRelevant tertiary qualifications, such as a Diploma of Financial Planning or Bachelor of CommerceAuthorised Representative status or the ability to obtain thisWhat we offerAt SFR Advisory Group, we are committed to providing our employees with a supportive and rewarding work environment. In addition to a competitive salary, you will have access to:Ongoing training and professional development opportunitiesDiscounted financial advice and financial services for you and your familyYour own private office and technical resourcesOpportunities for career progression within our growing financial planning practiceAbout usSFR Advisory Group is a trusted financial planning firm based in East Perth, Western Australia. Our team of experienced advisors and support staff are dedicated to helping our clients achieve their financial goals and live their best lives. With a strong focus on client service and ethical advice, we have built a reputation for excellence in the local community.If you're ready to take the next step in your financial planning career, we'd love to hear from you. Apply now to be considered for this exciting opportunity.
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Nominal Salary: To be agreed

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