Junior Paraplanner in HCM

Job Description:

  • Build up financial strategies to meet clients’ objectives based on their existing financial situation
  • Ensure all client data and information is correctly entered in the client’s financial planning software. E.g. XPlan, Adviser Logic
  • Develop a thorough understanding of clients’ current financial situation
  • Work with Australian based Client Service Managers and Financial Advisers to prepare financial strategies based on information provided and research completed
  • Prepare all advice documents required by advisers for client presentations
  • Implement client advice by completing application forms and following up to completion
  • Complete administrative tasks and input client data into their CRM
  • Complete financial product research and comparisons in managed funds and insurance
  • Produce personal insurance quotes
  • Follow up Fund Managers and Insurance companies by phone on behalf of clients

 

Job Requirements:

  • Degree qualified in Financial related areas, ie. Business, Commerce, Finance, Accounting
  • Experience in a financial planning/professional services firm highly regarded
  • Foreign education and work experience preferred
  • Experience in financial services in Australia is highly preferred.
  • Being familiar with Australian Investment platforms and reports are advantages. 
  • You must possess a clear understanding of the investment environment
  • Experience with cash- flow forecasting, budgeting, managed funds and investment graphs is a big plus.
  • Excellent communication in English (written and verbal)
  • Knowledge of various asset class such as managed funds, property, bonds, term deposits, direct equities etc…
  • Need to be adaptive and independent
  • Focus on objectives and outcomes, task driven with the ability to think on your feet, have proactive approach to problem solving and work unsupervised. Must have excellent attention to detail.
  • Ability to develop a cohesive work environment with team members.
  • Ability to communicate with Australian clients in a professional manner
  • Ability to develop a working knowledge of the Australian Superannuation and taxation system.
  • Willingness to learn all areas of Financial Planning processes including Superannuation, Investments, Gearing, Retirement income, Tax minimization strategies and Personal & Key Man Insurance.
  • Proficiency in the Microsoft Office applications and if possible, a working knowledge of XPlan or at least experience in Financial Planning software.

Detailed job descriptions will be provided during the interview.

 

Junior Paraplanner in HCM

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