JOB OVERVIEW
About Us: We are a leading financial advice business specialising in aged care financial planning. We are currently seeking a skilled and experienced Paraplanner to join our dynamic team. This remote role is ideal for candidates who have a deep understanding of the Australian financial system, particularly in superannuation and taxation.
Key Responsibilities:
Compile financial statements and create simple statements of financial advice.
Utilise our tools to calculate capital gains tax and model aged care scenarios.
Prepare Word documents for retirement planning modeling.
Collaborate with external paraplanners for specialised tasks.
Input data into our CRM (Work sorted), creating records and strategy papers for aged care scenarios.
Conduct compliance checks and run quotes on financial products, including annuities.
Requirements:
Minimum of three years of direct experience in a paraplanning role.
Proficient in Australian superannuation and taxation systems.
Ability to calculate capital gains tax implications and possess cash flow knowledge.
Experience in creating financial strategy papers and compliance checklists.
Familiarity with the Australian aged pension system is advantageous.
Previous work with an Australian financial planning firm or an outsourcing company is highly regarded.
Must be proactive, able to work independently, and hit the ground running.
Benefits:
Opportunity to work remotely with a leading Australian financial advice firm.
Comprehensive training in our specific processes and tools.
Be part of a supportive and professional team.
Engage in diverse and challenging financial planning tasks.
How to Apply: If you meet the above criteria and are looking for a challenging yet rewarding role, please submit your resume and a cover letter detailing your experience in paraplanning and knowledge of the Australian financial system.
Apply using the link below. Only applications using the link below will be accepted.
https://facecruit.com/public/Job15EB01
We are looking to fill this position immediately, so prompt applications are encouraged.
Join us and contribute to delivering exceptional financial planning services with a focus on aged care scenarios. Apply now!
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