Paraplanner
vor 2 Monaten
We have a fantastic opportunity for you to join our supportive, growing team to provide quality support service to EQT Financial Advisers.
Your financial planning knowledge and paraplanning skills will ensure your success; in return, we offer a great culture where your contributions will be recognised.
You will offer a crucial business support service utilising your strong financial planning knowledge and paraplanning skills.
Your main focus will be on creating Statements of Advice and Record of Advice Documents.
About the role: Prepare financial planning Statements of Advice & Records of AdviceDevelop financial planning strategies and investment recommendationsUndertake investment portfolio reviews and conduct product researchUndertake financial modelling and cash flow longevity scenariosManage and maintain relevant quality assurance programs within the teamHelp the Fiduciary Investment team in preparing Prudent Person Reviews when neededPrepare Investment Committee submissions as necessary What you'll need to succeed: Significant experience in a previous paraplanning positionDemonstrated competency in the usage of XPlanExperience in Centrelink and SuperannuationInvestment knowledge and experience, including direct Australian equitiesSound knowledge of ASIC compliance requirements and Financial planning standardsFinancial Planning Qualifications What we can offer you: A warm, open and supportive cultureAn attractive remuneration package, including reward and recognition programsAn employee wellness program, including discounted health insurance and an employee assistance programAn individual learning and development budget to help you growA workplace volunteering and giving program to enable you to help others in the communityGroup Salary Continuance insurance to protect you when you need it mostDiscounted tax and estate planning services About us - Trusted since 1888 Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies.
We help our clients grow, manage and protect their wealth now and for generations to come.
As a trustee company, it is our responsibility to always act in our clients' best interests, ensuring they feel safe, valued, and cared for.
We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development.
Just as you will help us grow our business, we will help you grow in your career.
Equity Trustees is 130 years strong - and growing.
Apply now to be part of a successful contemporary trustee company
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Melbourne, Österreich Astral Recruitment VollzeitFinancial Services Administrator and Paraplanner requiredOur client is a successful and established Financial Services company who are part of a major National Wealth Management brand and they are expanding.They are currently looking for an experienced Financial Services Administrator and a Paraplanner to join the team.This role is office based in...
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Melbourne, Österreich Tideri Jobbörse VollzeitFinancial Services Administrator and Paraplanner required Our client is a successful and established Financial Services company who are part of a major National Wealth Management brand and they are expanding.They are currently looking for an experienced Financial Services Administrator and a Paraplanner to join the team.This role is office based in...
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Paraplanner
vor 3 Monaten
Melbourne, Österreich Equity Trustees Ltd VollzeitWe have a fantastic opportunity for you to join our supportive, growing team to provide quality support service to EQT Financial Advisers.Your financial planning knowledge and paraplanning skills will ensure your success; in return, we offer a great culture where your contributions will be recognised.You will offer a crucial business support service...
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Paraplanner
vor 2 Monaten
Melbourne, Österreich Tideri Jobbörse VollzeitWe have a fantastic opportunity for you to join our supportive, growing team to provide quality support service to EQT Financial Advisers.Your financial planning knowledge and paraplanning skills will ensure your success; in return, we offer a great culture where your contributions will be recognised.You will offer a crucial business support service...
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Senior Paraplanner
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Melbourne, Österreich Equity Trustees Limited VollzeitFull time We have a fantastic opportunity for you to join our supportive, growing team to provide quality support service to EQT Financial Advisers.Your financial planning knowledge and paraplanning skills will ensure your success.In return, we offer a great culture where your contributions will be recognized.You will offer a crucial business support service...
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Melbourne, Österreich At VollzeitSkip to contentAre you a CSM with Paraplanning experience looking for further development?Would you like to take your Paraplanning career forward?Join a great team culture working alongside Senior Advisers across Australia in a large business with opportunities for further development.We are currently recruiting a Client Services Manager who has experience...
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Melbourne, Österreich At VollzeitSkip to contentAre you a CSM with Paraplanning experience looking for further development? Would you like to take your Paraplanning career forward? Join a great team culture working alongside Senior Advisers across Australia in a large business with opportunities for further development.We are currently recruiting a Client Services Manager who has experience...
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