Job Description

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Paraplanner

Advertiser: AMP3.4 out of 53.4 overall rating (193 employee reviews) More jobs from this company

Job Information

Job Listing Date
16 Aug 2019
Location
South West Coast VIC
Work Type
Full Time
Classification
Banking & Financial Services, Financial Planning

Paraplanner

Coastline Advice is a growing Financial Services business based in Torquay. Due to their growing client demand, they are seeking an experienced Paraplanner to join their tight-knit team, where they live by the motto - we can’t help others live their dream life if we aren’t living it ourselves.

Responsibilities include, but are not limited to:

  • Prepare compliant financial plans utilising financial planning software (DRAFT, Coin & Xplan) and following company standards
  • Develop relevant client strategies through research with assistance from the Advisers
  • Provide technical support to Advisers and ensure compliance is met at all stages
  • Assist with the development and maintenance of templates and procedures for improving workflows

The successful applicant will hold at a minimum a Diploma of Financial Services and meet the following criteria -

  • To be able to implement ideas and strategy
  • 2+ year’s experience as a Paraplanner
  • SMSF, gearing, retirement and age care experience would be highly desirable
  • High attention to detail
  • Strong analytical and problem-solving skills
  • To be able to work under pressure and within a well-defined compliance framework
  • High level of technical knowledge and a commitment to maintain that knowledge over time via continuous professional development

Coastline Advice is a team of passionate professionals who helps their clients imagine, believe and achieve their goals. They strive for work-life balance and are proud of their team that works hard whilst supporting and encouraging one another.

If this sounds like a great opportunity for you then please apply directly or for a confidential discussion, please contact Jamie-Lee Taylor 0435 656 066.

Please note: Preferred candidates will be required to successfully complete appropriate assessments, reference and background checks as part of our recruitment process.

Find out more at amp.com.au/advice-careers

Coastline Advice is a growing Financial Services business based in Torquay. Due to their growing client demand, they are seeking an experienced Paraplanner to join their tight-knit team, where they live by the motto - we can’t help others live their dream life if we aren’t living it ourselves.

Responsibilities include, but are not limited to:

  • Prepare compliant financial plans utilising financial planning software (DRAFT, Coin & Xplan) and following company standards
  • Develop relevant client strategies through research with assistance from the Advisers
  • Provide technical support to Advisers and ensure compliance is met at all stages
  • Assist with the development and maintenance of templates and procedures for improving workflows

The successful applicant will hold at a minimum a Diploma of Financial Services and meet the following criteria -

  • To be able to implement ideas and strategy
  • 2+ year’s experience as a Paraplanner
  • SMSF, gearing, retirement and age care experience would be highly desirable
  • High attention to detail
  • Strong analytical and problem-solving skills
  • To be able to work under pressure and within a well-defined compliance framework
  • High level of technical knowledge and a commitment to maintain that knowledge over time via continuous professional development

Coastline Advice is a team of passionate professionals who helps their clients imagine, believe and achieve their goals. They strive for work-life balance and are proud of their team that works hard whilst supporting and encouraging one another.

If this sounds like a great opportunity for you then please apply directly or for a confidential discussion, please contact Jamie-Lee Taylor 0435 656 066.

Please note: Preferred candidates will be required to successfully complete appropriate assessments, reference and background checks as part of our recruitment process.

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