xy+

Para planner

Para planner

Tardis Advice

|

JOB OVERVIEW

Experienced Paraplanner required.

An opportunity exists for a skilled and experienced Paraplanner. Your role is to work as part of a small dynamic team assisting our financial adviser.
An ability to work as a contributing member of a team is essential. We are looking for someone who takes ownership of tasks, has an eye for detail, is accountable and reliable.
We are a fee-for-service firm and are self licensed. We work with medical professionals and high net wealth individuals. We are based in Stones Corner.
When hiring, our major priority is getting the right person for the position. We place a high priority on company culture and the work environment. There is genuine opportunity to make this position your own.

Responsibilities will be wide and varied and will include: SOA's, ROA's, Project Management of client projects (eg project management and finalisation of Estate planning), portfolio review reports, projections, modelling, implementation of advice, maintaining client databases.
You recognise the nature of a small business; as such you will readily assist staff members and will complete a range of tasks (including those outside of your normal role) as the need arises.
Your primary role will be supporting our financial adviser. You will attend client meetings with our adviser and be responsible for recording, implementing and delivering on the advice. You will complete reports, modelling and compliance documents. You will do this with the support of our client service manager and administration team.

ABOUT US

Why work for us:
We are a company that is motivated to make a difference to the clients we work with. Our team is passionate about providing high quality advice. The work is diverse and rewarding.

REQUIREMENTS

Essential: High level of technical understanding - Essential. We work with very complex structures; trusts, SMSF, investments, companies. You must be able to work at a fast pace, work to a deadline and under time pressure. We require an exceptional level of accuracy and attention to detail, and ability to prioritise workload. You will have clear, confident and concise communication skills.

Experience:
Minimum of three year’s experience.
Experience with complex strategies eg, investment trusts, beneficiary companies and SMSF.

Hours and Salary:
We are looking for a permanent part-time arrangement of 20-30 hours per week. Flexible hours/days and we would be happy to consider school hours for the right person. Remuneration will be based on relevant experience.
All enquiries should be directed to enquiry@tardisadvice.com.au or Stefan 0434 637 530 or Tanya 0439 789 670.
Applications with cover letter to: enquiry@tardisadvice.com.au