About the role:
* Collaborating with financial advisers to analyse and assess clients' financial situations, assist with technical queries, cashflow modelling and strategy calculations;
* Preparing comprehensive and compliant Statements of Advice (SoA) and other financial planning documents;
* Conducting research and preparing comparisons for investment products, superannuation, insurance, and other financial instruments;
* Working with outsourcing providers to manage overflow requirements;
* Assist with developing junior paraplanners and peer review;
* Ensuring compliance with regulatory requirements and industry standards.
About you:
* Minimum 3-5 years' experience in paraplanning;
* Proven proficiency in constructing SOAs and other financial planning related documents;
* Knowledge in superannuation, entity structures, taxation, investment structures and risk insurance;
* Bachelor of Financial Planning or Advanced/Graduate Diploma of Financial Planning qualifications is preferred but not essential;
* Strong technical, analytical and problem‐solving skills;
* Excellent communication and interpersonal abilities;
* Exceptional organisational skills and attention to detail.
What we will provide for you:
* Competitive salary with reward and recognition benefits;
* Opportunity to work in an innovative and growing practice;
* Exposure to a sophisticated and diverse client base to build your technical capabilities;
* Positive team culture with a vibrant, social calendar;
* Professional development opportunities through development programs, mentorship and technical training;
* Health and wellbeing initiatives including EAP, mental and physical health programs.
Please register your interest with our People and Culture Business Partner via hr@hoodsweeney.com.au.
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