Sydney West Financial Services Pty Ltd S

Paraplanner Opportunity in Bella Vista (BB-75A33)

Found in: Fidanto AU

Description:
Sydney West Financial Services Pty Ltd Sydney West Financial Services is a reputable, boutique, AMP Financial Planning Practice in BellaVista, focussed on providing comprehensive, long term financial planning solutions. We pride ourselves on our personalised advice process, strong client relationships, team work and ethics. Position Summary This role will see you responsible for the production of complex and quality advice documents, financial modelling, and working with the financial advisers and client service team to develop client strategies. Objectives Outcomes You will be required to produce both simple and complex Statements of Advice SoA and Records of Advice RoA to a high quality. Advice documents focusing on Retirement Planning, Superannuation, SMSFs, Investments and Insurances Ensure all advice documents are accurate as well as professionally and logically presented, with relevant appendix and projections Ensure advice documents meet internal compliance requirements and follow all relevant company policies Liaising third parties such as product providers Assisting the adviser to develop relevant strategies through research Provide technical and compliance support to adviser's Assisting in preparation of relevant forms and documents Reviewing and researching individual client needs Qualifications Personal Attributes 2-3 years dedicated experience in the production of financial advice Experience with financial planning software XPLAN. Specifically, with XTools , Risk Researcher, IPS and WealthSolver. Successfully completed Diploma of Financial Planning RGI46 A thorough understanding of technical and compliance guidelines An ability to work in a team environment under pressure Strong communication skills both written and verbal Effective time management skills and the ability to work autonomously Outstanding attention to detail and a driven work ethic Australian citizen or permanent residency If you are interested in this role and have right skills, please apply via link below. Don't hesitate to contact Sukriti Mann on 0432146048 or email at sukriti , in case you have any questions regarding this role. The application form will include these questions Which of the following statements best describes your right to work in Australia How many years #x27 experience do you have as a paraplanner Have you completed a qualification in financial planning Report this job advert

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