Job Description

Job Header

Contract Paraplanners - Nationwide

Advertiser: Infocus Money ManagementMore jobs from this company

Job Information

Job Listing Date
21 Nov 2019
Location
Brisbane, CBD & Inner Suburbs
Work Type
Contract/Temp
Classification
Banking & Financial Services, Financial Planning

Contract Paraplanners - Nationwide

Infocus is a national wealth management dealer group with a proud 25-year history and a national network of 175 financial advisers. We pride ourselves on our culture, our commitment to quality advice, and the opportunity we have to make a genuine difference in the lives of our advisers and their clients.

To help us continue delivering our high-quality advice, we are currently seeking experienced paraplanners to join our Paraplanning Service team on a contract basis.

As an experienced contract paraplanner you will provide the essential support to our adviser network by developing high-quality financial advice documents. These plans will include simple and complex strategies as well as financial modelling, where required.

As a contractor you will have the flexibility to set your own hours and work from the comfort of your own home – all we ask in return is that you provide accurate and compliant advice documents within the service level agreements set by Infocus.

To be successful, you will require:

  • Previous experience as a paraplanner
  • RG 146 compliant
  • Excellent attention to detail
  • Experience preparing advice documents for a range of planning strategies
  • Demonstrated interpersonal and communication skills  
  • Excellent organisational and time management skills
  • Strong analytical, problem solving and technical abilities
  • Capacity to complete a minimum of 5 advice documents per week.

To be considered for a role with our team please click the APPLY button below and complete the following:

  1. Attach a cover letter that outlines how your skills and experience align to the position
  2. Attach your resume, and
  3. Attach an example Statement of Advice for a simple superannuation rollover and retail insurance policy recommendation.

Infocus is a national wealth management dealer group with a proud 25-year history and a national network of 175 financial advisers. We pride ourselves on our culture, our commitment to quality advice, and the opportunity we have to make a genuine difference in the lives of our advisers and their clients.

To help us continue delivering our high-quality advice, we are currently seeking experienced paraplanners to join our Paraplanning Service team on a contract basis.

As an experienced contract paraplanner you will provide the essential support to our adviser network by developing high-quality financial advice documents. These plans will include simple and complex strategies as well as financial modelling, where required.

As a contractor you will have the flexibility to set your own hours and work from the comfort of your own home – all we ask in return is that you provide accurate and compliant advice documents within the service level agreements set by Infocus.

To be successful, you will require:

  • Previous experience as a paraplanner
  • RG 146 compliant
  • Excellent attention to detail
  • Experience preparing advice documents for a range of planning strategies
  • Demonstrated interpersonal and communication skills  
  • Excellent organisational and time management skills
  • Strong analytical, problem solving and technical abilities
  • Capacity to complete a minimum of 5 advice documents per week.

To be considered for a role with our team please click the APPLY button below and complete the following:

  1. Attach a cover letter that outlines how your skills and experience align to the position
  2. Attach your resume, and
  3. Attach an example Statement of Advice for a simple superannuation rollover and retail insurance policy recommendation.
The application form will include these questions:
  • Which of the following statements best describes your right to work in Australia?
  • How many years' experience do you have as a paraplanner?
  • Have you completed a RG146 compliance training course?

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