Junior / Senior Paraplanner

The Job

• Preparation of SOAs, Review SOAs and ROA
• Assisting in administration works e.g. Preparation of Platform Forms for client execution
• Completion of Review SOA reports for clients (at least two SOA Reports per day with varying complexity)
• Knowledge of Xplan is preferable but not a must
• Able to deliver high-quality work for financial advisors to review

The Person

• Minimum 1-3 years experience in Australian financial planning
• Good computer skills in Microsoft Office Packages
• Highly driven, motivated, and willing to learn and develop skills further
• Excellent written and verbal communication skills
• Able to manage tasks and work independently
• Good time management skills