Financial Investment Advisor (Senior Para Planner) Full Time NEW

Position: Financial Investment Advisor (Senior Para Planner)

Position Type: Full-Time

Salary: $115,000 to $125,000 plus superannuation per annum

Location: Woden ACT 2606

Our client is seeking a highly organized and detail-oriented financial investment advisor to join their team in Woden, ACT with responsibilities that also involve working across both the ACT and NSW regions. In this role you will be assisting financial advisors in creating financial plans for clients. The ideal candidate will have a strong understanding of financial planning concepts and be able to work collaboratively with advisors to provide exceptional service to clients.

The role

• Develop leading strategies that are in the clients’ best interest.
• Develop accurate and succinct holistic Statements of Advice and Records of Advice
• Assist in the compliance and technical training for staff at regular monthly meetings and as required when legislation changes
• Consistently looking for process improvement and best practice solutions
• Research products, strategies and technical issues to ensure knowledge is kept current
• The ability to provide financial modelling to compare financial scenarios for clients
• Research and obtain information from product providers to ensure we continue to act in our client’s best interest.
• Research replacement products for recommendation
• Management of client portfolios
• Work with the client services and implementation teams to ensure proficient execution of advice strategies
• Other duties as required.

Requirements:

• Minimum bachelor degree in business, business administration, finance, accounting, or related field
• Minimum Diploma in financial planning or paraplanning
• At least six (6) years of experience in financial planning or related field
• Strong understanding of financial planning concepts and investment products
• Excellent analytical and problem-solving skills
• Ability to work collaboratively with advisors and clients
• Strong attention to detail and organizational skills
• Excellent communication and interpersonal skills