Australian Paraplanner

Paraplanner (Australia)

Perform quality assurance checks to ensure the highest quality of work across the board.

Drive improvement of the paraplanning process and contribute to a continuous improvement culture

Contribute to operational processes and quality improvement initiatives

Liaise with Advisers and communicate case updates and required information

Provide guidance to junior members of the team and take a mentoring approach to support Junior Paraplanners

High degree of accuracy and attention to detail

Follow and adhere to ISO policies.

Communication and other Skills:

• Strong understanding of key areas such as SOA ROA financial projections and WealthSolver
  

• Excellent English communication skills are highly valued both spoken and written
  
• High degree of accuracy and attention to detail
  
• Able to handle multiple priorities and requests with adequate planning
  
• Confident and pleasant personality to build relationships with clients
  
• Wellorganised and able to work independently with excellent time management skills
  
• Handson experience and confidence with MS Office (Word and Excel)
  
• Desire to succeed
  

Academic Qualifications and experience:

MBA Finance or Higher

1 years experience in the Paraplanning process and team handling

Timings: Monday to Friday 7:30 AM start 8.5 hours