As a Paraplanner at the Financial Planning Company you will play a crucial role in supporting the company's financial planning services. This part-time position, based in Belmont NSW ****, is an excellent opportunity to apply your expertise in financial analysis, research and report writing to help our clients achieve their financial goals.
What you'll be doing
Conduct comprehensive financial research and analysis to support the financial planning process
Prepare draft financial plans, statements, fund reviews, fund applications and other client documents for lodgement
Collaborate closely with the senior financial advisor to ensure the delivery of high-quality, tailored financial advice
Stay up-to-date with industry regulations, market trends and investment products
Provide administrative and clerical support to the senior financial planner, coordinating business workflows and the general office systems as needed
What we're looking for
Relevant tertiary qualifications in finance, accounting or a related discipline
Minimum 2 years' experience as a Paraplanner or in a similar financial planning support role
Excellent written and verbal communication skills
Solid understanding of financial planning principles, products and regulations
Proficient in using financial planning software and Microsoft Office suite
A keen eye for detail and a commitment to delivering high-quality work
What we offer
At the Financial Planning Company we provide a friendly, supportive and rewarding work environment. The position is permanent part-time initially to at least 30 hours per week. As a Paraplanner, you will have the opportunity to work closely with an experienced financial advisor, allowing you to develop your planning skills, grow your position and advance your career. We offer competitive remuneration, flexible work arrangements and ongoing training and development opportunities to help you succeed.
About us
The Financial Planning Company is a leading advice provider of comprehensive and reliable financial planning services. With a proven reputation in the industry, we are dedicated to helping our clients achieve their financial goals through personalised and evidence-based advice. We specialise in capital guaranteed products and income-stable investments.
Apply now to join our team as a Paraplanner and be a part of our mission to empower individuals and families to achieve financial security and prosperity.
#J-*****-Ljbffr