Are you an analytical thinker and a problem solver Do you have strong skills in data analysis and financial modeling Can you thrive in a fast-paced environment If your answer is yes, then WE WANT YOU! We are seeking for proactive and client-oriented Associate Paraplanner to join our team. You will be responsible for delivering rigorous and high-quality paraplanning services to the advice network whilst ensuring compliance with regulatory requirements and providing exceptional support to financial advisors. As An Associate Paraplanner, Your Duties And Responsibilities Include Provide exceptional, compliant, and timely paraplanning services to advice network. Responsible for the development and implementation of Statements of Advice using Xplan financial planning software. Prepare high-quality and compliant Statements of Advice and other advice documents on behalf of planners. Specialize in advice development to build financial planning and wealth management knowledge and experience. Meet and exceed individual productivity targets. Ensure that paraplanning service standards are met. Guarantee that paraplanning services are in accordance with licensee standards. Prioritize the development and maintenance of advanced financial planning software skills. Build and reinforce a constructive and high-performing culture (individually and collectively as a team member). Maintain minimum education requirements. Prepare basic and comprehensive Statements of Advice and other advice documents dealing with various mainstream strategies in particular: Transition to Retirement, Income Streams, Wealth Creation and SMSF. Develop a good working knowledge of various tax structures (highly regarded). Gain proficiencies in using Xplan financial planning software. Qualifications Must have a degree in Accountancy, Financial Management, Business, Banking and Finance, and Economics or any equivalent. Preferably has experience working in a Financial Services environment. Completion of Advanced Diploma of Financial Services (ADFS) or demonstrated success in continuing ADFS studies is preferred. Diploma of Financial Services (DFS) is a plus. Must have an advanced understanding of MS Word and Excel Software. Can interact (both verbally and written form) effectively with planners. Demonstrate strong financial and analytical skills and with keen attention to detail. Can work within a team environment, whilst also having individual targets to meet. Must be knowledgeable, professional, helpful, and flexible. Must be a team player. Apply Now