Paraplanner/ Sr. Paraplanner

at; Österreich; Vor Ort; EUR 50 000 - 70 000; Vollzeit

Zusammenfassung

A leading financial advisory firm in Austria is seeking a Paraplanner to prepare compliant Statements of Advice and work closely with Financial Advisors. The ideal candidate has at least 2 years of experience in paraplanning and a strong knowledge of Australian financial regulations. This role offers a competitive salary and opportunities for personal and professional development within a client-focused culture.

Leistungen

Competitive salary package

Performance bonuses

Ongoing education and training

Leadership opportunities

Qualifikationen

• Minimum of 2 years parplanning experience.
• Experience with high-net-worth individuals is desirable.
• Strong working knowledge of Australian financial regulations.

Aufgaben

• Prepare detailed compliant Statements of Advice (SOA).
• Work closely with Financial Advisors on strategies.
• Stay updated on changes in regulations.
• Attend networking events to develop skills.

Kenntnisse

Knowledge of superannuation

Strong communication skills

Regulatory knowledge

Analytical skills

Problem-solving skills

Tools

XPLAN

Jobbeschreibung

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.

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.

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.

Are you up for the challenge? If this sounds like you, please apply now!

Unlock job insights

Salary match • Number of applicants • Skills match

Your application will include the following questions:

• Which of the following statements best describes your right to work in Australia?
• How many years' experience do you have as a paraplanner?
• Do you have experience in a role which requires relationship management experience?
• How many years' experience do you have with investment fund management?
• How many years' experience do you have in a client services / account management role?
• Do you have experience in administration?
• Do you have customer service experience?
• Which of the following Microsoft Office products are you experienced with?

To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory / salary below minimum wage.