Paraplanner

Salt Financial Advisers Pty Ltd, Suite 1, Level 1, 695 Burke Road, Camberwell VIC 3124

Reporting to Head of Risk & Compliance

Paraplanner

At Salt Financial Group we have a growth-orientated culture, with a strong focus on the development of our people in all aspects. We work hard on ensuring client satisfaction and team engagement. Our management team understands and aligns the values of our individuals with that of the company to create an accepting, enjoying and fulfilling workplace for all.

WHY CHOOSE US?

Here are just a few of the perks we offer our amazing staff:

· Quarterly development and goal-setting meetings (in addition to standard CPD and training)

· Opportunities for growth and new responsibilities as our firm expands

· Get ready to dive into an exciting and diverse client base, with exposure to advisory, accounting and financial advice

· Enjoy 5 weeks of annual leave to recharge and explore

· We're all about that work/life balance – talk to us about how you can enjoy a healthy and sustainable routine at work life balance.

About the Role

We currently have an opportunity for a Paraplanner to join our Financial Advice team.

The successful applicant will have:

• Minimum 1-2 years’ experience in a similar role
• Tertiary education in financial planning (ADFP, ADP or similar)
• Possess sound technical knowledge and be willing to develop your skills
• Thorough understanding of Xplan or similar software
• Strong attention to detail and an analytical approach to tasks
• Good communication skills and the ability to engage with clients
• A genuine passion for achieving best outcomes for clients
• Ability to work autonomously and multi-task
• Commitment to continuous learning and development
• Ability to embrace change and work collaboratively with the team

Your role will entail:

• Produce compliant and high-quality advice documents and financial modelling according to licensee standards
• Conduct product research and analysis (superannuation, insurance, investments etc)
• Liaise with the offshore team in managing the product research process
• Review research completed by offshore admin team
• Assist advisers with the insurance review process and prepare insurance summaries
• Generate insurance quotes, research reports and other relevant documents
• Contribute to developing and implementing process improvements

About the Firm

The firm has a strong growth-oriented culture with a strong focus on the development of our people, personally, professionally and financially. We work hard on ensuring the business does all the right things required to satisfy our clients’ needs and our team engagement. Benefits available are a little outside the square with a view to creating rewards for genuine effort.

If you think you’d be a good fit for this role please send your CV with a cover letter to . Note, only candidates who are shortlisted will be contacted.