At a Glance
- Tasks: Collaborate with financial advisors to create tailored financial strategies and advice.
- Company: Boutique financial advice practice with a strong client-focused culture.
- Benefits: Competitive salary, performance bonuses, remote work options, and ongoing professional development.
- Other info: Great opportunities for career growth and leadership roles in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in clients' financial futures.
- Qualifications: 2+ years of paraplanning experience and strong knowledge of Australian financial regulations.
The predicted salary is between 49500 - 60500 $ per year.
About Us: We are a leading boutique financial advice practice established in 1982 holding an Australian Financial Services Licence (AFSL). We provide tailored financial advice to a diverse client base, specializing in investment management, retirement & estate planning, and risk management. Additionally, we are a Registered Tax Agent with a Managed Account established in 2018.
Our Vision: We possess a clear vision for our future and a defined purpose for our existence. Our practice operates on well-articulated core philosophies that drive us forward, with strong values deeply embedded in our culture and commitment to client outcomes.
Our Values:
- New Thinking
- Team Spirit
- Longstanding Client Relationships
- Integrity & Trust
- 100% Client Focused
Paraplanner Responsibilities:
- Work closely with our Paraplanners and Financial Advisors to be guided on appropriate strategies.
- Preparing detailed compliant Statements of Advice (SOA) in line with AFSL requirements.
- Stay abreast of, and adapt to, changes in regulations and compliance.
- A minimum of 2 years paraplanning experience.
- Strong working knowledge of XPLAN.
- Advanced proficiency in XPLAN software is required for this position.
- Attention to detail with a pride in your work.
- Building and maintaining strong, long-term collegial relationships with internal staff and peers, offering them ongoing advice and support.
- Monitoring financial products and regulatory changes to provide up-to-date advice.
- Collaborating with other colleagues (advisers, admin, management) to ensure holistic advice.
- Attending networking and industry events to stay connected with the financial planning community to further develop skills and knowledge.
- Overseeing financial administration tasks, including compliance, document preparation, and account management.
Key Attributes:
- Technical Expertise: Extensive knowledge of superannuation, investment vehicles, retirement planning, and Australian tax laws.
- Strong Communication Skills: The ability to clearly explain complex financial concepts.
- Regulatory Knowledge: A solid understanding of Australian financial regulations, including compliance with the Corporations Act, Financial Planners and Advisers Code of Ethics, and adherence to AFSL standards.
- Analytical Skills: Strong ability to analyse financial markets and economic conditions to formulate and adapt strategies.
- Problem-Solving Skills: Ability to offer creative solutions to complex financial problems.
Qualifications & Experience:
- A minimum of 2+ years' experience in paraplanning roles in Australia.
- Credible knowledge of Australian taxation, superannuation, and estate planning.
- Experience working with high-net-worth individuals is highly desirable.
- Australian work rights are required for this position.
What We Offer:
- A competitive salary package with performance incentives and bonuses.
- A supportive, client-first culture with a focus on professional development.
- Opportunity to work with a boutique team offering personalized client service.
- Ongoing education and industry training to support career growth.
- Potential to work-from-home upon approval.
- Leadership and career progression opportunities for senior financial advisers.
Paraplanner/Sr. Paraplanner in Brisbane employer: Horsey Jameson Bird
Horsey Jameson Bird offers a supportive work environment that emphasizes teamwork and integrity, fostering longstanding client relationships. The company is committed to professional development, ensuring employees stay updated with regulatory changes and compliance. With a strong focus on client outcomes, employees can expect to be part of a dedicated team that values new thinking and client-centric approaches.
