Paraplanning Professional
4 weeks ago
About the Role:
We are seeking a skilled Paraplanning Professional to provide high-quality support services to our EQT Financial Advisers. As a key member of our team, you will play a crucial role in creating Statements of Advice and Record of Advice Documents.
Key Responsibilities:
- Prepare financial planning Statements of Advice & Records of Advice
- Develop financial planning strategies and investment recommendations
- Undertake investment portfolio reviews and conduct product research
- Undertake financial modelling and cash flow longevity scenarios
- Manage and maintain relevant quality assurance programs within the team
- Assist the Fiduciary Investment team in preparing Prudent Person Reviews when needed
- Prepare Investment Committee submissions as necessary
Requirements:
- Significant experience in a previous paraplanning position
- Demonstrated competency in the usage of XPlan
- Experience in Centrelink and Superannuation
- Investment knowledge and experience, including direct Australian equities
- Sound knowledge of ASIC compliance requirements and Financial planning standards
- Financial Planning Qualifications
About Us:
Equity Trustees is a leading specialist trustee company, established in 1888. 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. If you are a motivated and experienced Paraplanning Professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
