Paraplanner
Melbourne (Caulfield North)onsite
via Greenhouse
About this role
Position Overview:
The Paraplanner plays a critical role in partnering with Financial Advisers to develop and deliver high-quality, compliant financial advice. Working closely with advisers throughout the advice process, the role provides technical analysis, strategy modelling, investment and insurance research, portfolio reporting and advice document preparation to support quality client outcomes. The Paraplanner contributes to advice development, process improvement and technical capability across the advice team, while helping ensure efficient and consistent advice delivery
Key Responsibilities:
Prepare Statements of Advice (SoAs), Records of Advice (RoAs), Review Reports and other advice documentation in accordance with compliance requirements and business standards.…
Read the full description on Focuspartnersaustralia's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Melbourne (Caulfield North). We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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