Qualification:
B.com, MBA
Experience:
2–4 years
Preferred Skills:
Strong verbal and written communication skills.
Excellent analytical and research abilities, with a deep interest in financial concepts.
Proficient in financial planning software and MS Office.
Sound knowledge of Australian Financial Planning concepts, tax planning, and wealth management strategies.
Ability to work both independently and as part of a team.
Strong client relationship management skills.
Job Description:
- · Prepare and review Statements of Advice (SOA) and Records of Advice (ROA) for Financial Advisors.
- · Conduct detailed research on investment products, strategies and compliance requirements.
- · Collaborate with Financial Advisors to implement risk management, tax planning and wealth-building strategies for clients.
- · Ensure compliance with all internal controls and external regulatory requirements.
- · Maintain accurate and up-to-date client profiles in financial planning software.
- · Liaise regularly with Financial Advisors and service providers to gather necessary information.
- · Provide training and mentorship to Junior Paraplanners and Assistant Paraplanners.
- · Assist in troubleshooting complex financial planning tasks and resolving issues.