Paraplanner

vor 4 Wochen

Ballarat, Österreich Rsm Vollzeit

Are you an experienced Paraplanner who is professional, enthusiastic, motivated, hard-working and friendly?
If so, come and join our amazing team
The Ballarat RSM Financial Services Australia team are looking for someone to work closely with our financial advisers to develop personalised SOAs and ROAs, technical solutions and financial strategies.
You will have the opportunity to work closely with a wide range of clients and develop your career, whether your goal is to become a senior Paraplanner or to eventually transition to become an adviser, we will work with you to provide the career path that's right for you.
RSM provides a great environment to build skills and confidence and we help our people achieve their best.
We are trusted advisors to our clients, so it is critical for us to find the right people for the job on offer.
Our network of offices across Australia and around the world allow us to offer a personal service to all our clients regardless of where they are
Key Responsibilities:Develop personalised and compliant SOAs and ROAs, ensuring they are of a high standardWork closely with advisers to develop quality advice and technical solutions and strategies for clientsPrepare personalised review reportsEnsure all compliance requirements for advice documents are maintainedResearch products, strategies and technical issues to ensure your knowledge is kept current and relevantOngoing research of legislative, industry and licensee changes and assist in implementing required developments into the businessQualifications and Skills Requirements:Experience in preparing SOAs and ROAs, including financial modellingExperience with product research and comparisonsMinimum 2 years' experience in the industryExperience with Xplan is preferred but not mandatoryExcellent knowledge of financial planning concepts and processesA good understanding of risk and compliance in relation to investments, superannuation and insuranceProficiency with Microsoft Office – Outlook, Word and ExcelGood interpersonal and communication skillsStrong attention to detailExtremely organised and motivatedAbility to work independently as well as in a team to contribute to the growth and development of the business #J-18808-Ljbffr

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