Business Paraplanning Analyst
vor 3 Wochen
Role Overview Our client is a fast growing and innovative company in the wealth management industry. The business develops technology solutions covering the end-to-end wealth management process, from client engagement tools, to preparing financial advice, to investment platform solutions. The core offering includes an investment platform (super and investment products) and financial planning software. The team has wide ranging experience and diverse backgrounds and bring many perspectives to building an inclusive and vibrant workplace. The role We are looking for a Business Analyst with paraplanning experience to join a high performing and highly collaborative Product team. The primary responsibility of this role is to bridge the gap between business needs and their financial modelling and projection application, through analysing business requirements, and providing actionable recommendations to customise business solutions and improve processes. A secondary responsibility is to assist with second level support to the Support Team (Helpdesk), host product training sessions, software testing and involvement in client software projects. The successful candidate loves technology and is client‑centric. They are also someone who is multi‑faceted in their ability to use their strong paraplanning skills to train and support the financial advisers, but at the same time, is able to knuckle down to assist with software testing. This role will work very closely with the software support and software developer teams. Being a member of a fast‑growing, technology‑driven company, you will need to be able to adapt to change, be mindful of the many priorities and able to manage these, whilst being open to learning continuously on the job. Key Responsibilities Conduct user acceptance testing (UAT) when software enhancements and key features are introduced Capture and analyse business requirements for new software enhancements and client projects. Assist with second level support where further investigation of issues is required. Actively gather user feedback on our software and liaise with various teams to bring about continuous improvement. Conduct regular product training sessions Required Skills and Qualifications Five plus years previous experience as a Senior Paraplanner or working in a Compliance role. In depth knowledge and understanding of financial planning. A university level qualification in finance/accounting/financial planning is highly regarded. Client focussed, enthusiastic and flexible to go above and beyond your job description. Excellent analytical and problem‑solving skills supported by clear and concise communication skills. Detail oriented, organised and have a high degree of follow through. Strong communication skills and ability to build rapport and trust with clients. It's an exciting time of growth for the business and this role could lead to future opportunities within the business. You'll join a very supportive and impressive manager and team. It's a hybrid role, with 3 days in the office and 2 at home. Please apply if this sounds like you'd be interested in and qualified to do. About B & K Consulting Sydney, NSW, Australia This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying. #J-18808-Ljbffr
-
Senior Paraplanning Analyst | Product
vor 3 Wochen
Council of the City of Sydney, Österreich Xprt Dev VollzeitA fast-growing wealth management technology firm in Sydney is seeking a Business Analyst with paraplanning experience. In this hybrid role, you will bridge business needs and financial applications, conduct user testing, and provide training sessions. Ideal candidates have over five years in paraplanning, strong analytical skills, and a university...
-
Team Leader, Paraplanning
vor 4 Wochen
Council of the City of Sydney, Österreich Focus Partners Australia VollzeitJoin to apply for the Team Leader, Paraplanning role at Focus Partners Australia This role is located in Sydney, Australia. The purpose of the Paraplanning Team Lead is to manage a centralised team of paraplanners that support Focus Partners Australia Wealth with advice production, including Statement of Advice (SoAs), Records of Advice (RoAs), strategy...
-
Team Leader, Paraplanning
Vor 4 Tagen
Council of the City of Sydney, Österreich Focus Financial Partners VollzeitThe purpose of the Paraplanning Team Lead is to manage a centralised team of paraplanners that support Focus Partners Australia Wealth with advice production, including Statement of Advice (SoAs), Records of Advice (RoAs), strategy modelling, product research (risk and wealth product comparisons) and advice template maintenance. This role is located in...
-
Council of the City of Sydney, Österreich Solutions Analyst VollzeitA governmental agency is seeking an experienced Solutions Analyst to create and implement technology solutions that meet business objectives. In this supportive environment, candidates should hold relevant IT qualifications and have experience in software development, relational databases, and client-side technologies. Join the team to aid in the...
-
Council of the City of Sydney, Österreich Solutions Analyst VollzeitJob Summary A leading water management agency in NSW is seeking an experienced Solutions Analyst to create and implement technology solutions to meet business objectives. You will work in a supportive environment with a strong focus on flexibility and professional development. The ideal candidate should have relevant IT qualifications and experience in...
-
Council of the City of Sydney, Österreich Ensombl VollzeitSmartMoney Wealth Management, Sydney Olympic Park NSW, Australia Work Type In Person Role Type Advisor Employment Type Full Time About the business We are a diversified wealth management firm strategically positioned to provide holistic advice to predominantly wealth accumulator clients. Our young and dynamic team provides specialist holistic advice that our...
-
Paraplanning & Compliance Support Administrator
vor 10 Stunden
City of Melbourne, Österreich Virtual Staff 365 VollzeitOur client is a Melbourne-based financial planning firm providing tailored wealth management, financial advice, and compliance support. They operate with a strong focus on accuracy, transparency, and professional standards, ensuring client-first outcomes. They are seeking an experienced Paraplanning & Compliance Support Administrator who will assist...
-
Business Analyst
vor 1 Woche
City Of Melville, Österreich Business VollzeitBusiness Analyst Salary : HSO Level G6 $106,410 - $115,058 pro rata Location : Murdoch Unit / Division : Fiona Stanley Hospital Business Work Type : Casual, Fixed Term - Full Time, Fixed Term - Part Time, Permanent - Full Time, Permanent - Part Time Position No : Pool Ref Closing Date : 4 : 00 PM CRVCID We’re looking for a dynamic Business Analyst to...
-
City of Parramatta Council, Österreich Solutions Analyst VollzeitA leading water management agency in NSW is seeking an experienced Solutions Analyst to create and implement technology solutions to meet business objectives. You will work in a supportive environment with a strong focus on flexibility and professional development. The ideal candidate should have relevant IT qualifications and experience in software...
-
Business Analyst
vor 3 Wochen
Council of the City of Sydney, Österreich Ampstek VollzeitBusiness Analyst 2 days ago Be among the first 25 applicants Direct message the job poster from Ampstek Business Analyst (Risk & Records Management) Job Description – Business Analyst (Risk & Records Management) Role Summary We are seeking a highly experienced Business Analyst with strong expertise in Risk Management, Records Management, and Financial...
