Paraplanner - 12-month Fixed-Term Contract

Industry Fund Services Limited; City of Melbourne; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work arrangement

Generous leave entitlements

Fantastic team environment

Professional development opportunities

Job summary

Industry Fund Services Limited is seeking an experienced Paraplanner for a 12-month fixed-term contract in Melbourne. The role supports financial advisers in creating comprehensive financial plans and Statements of Advice, with a focus on accuracy and collaboration.

The successful candidate will have a Graduate Certificate of Financial Planning (or equivalent) and experience in paraplanning within a financial planning practice. Xplan knowledge is advantageous.

Qualifications

• Graduate Certificate of Financial Planning or relevant tertiary qualification (completed or in progress).
• Willingness to undertake further study to meet FA S EA standards.
• Previous paraplanning experience within a Financial Planning practice.
• Strong communication and numeracy skills, with high attention to detail.

Responsibilities

• Assist financial advisers in creating financial plans for clients.
• Develop accurate and holistic Statements of Advice with advisers.
• Collaborate with team members to deliver efficient client service.
• Participate in peer audit processes to maintain knowledge and compliance.

Skills

Communication

Numeracy

Attention to detail

Analytical

Education

Graduate Certificate of Financial Planning

Relevant tertiary qualification

Tools

Xplan

Job description

Paraplanner - 12-month Fixed-Term Contract

Opportunity to join a high performing and collaborative team, focused on providing quality paraplanning services to Industry super

• CBD location with Hybrid Work arrangements
• Fantastic team environment
• Generous leave entitlements

Who We Are:

IFS’s purpose is to help Australians retire with dignity, security and confidence. We use our deep expertise, innovative thinking, collective ownership and scale to empower our partners. We keep the member at the heart of everything we do, and we do the right thing – always. We provide consulting, service design and operational solutions to profit to member super funds addressing their member education, financial advice and unpaid super needs.

Summary:

We are seeking an experienced, highly organised, and detail-oriented Paraplanner to join our team. The Paraplanner will be responsible for assisting financial advisers in creating financial plans for clients. The ideal candidate will have a strong understanding of financial planning concepts and be able to work collaboratively with advisers. An understanding of the profit to member superannuation philosophy and individual client funds’ services and position within the industry superannuation network would be an advantage.

The Opportunity

This is a 12-month fixed-term contract with the possibility of a further 12-month contract or permanency at the end of the contract period.

In this role you’ll have the opportunity to:

• Gain exposure and work with a number of different Industry Funds Clients
• Work closely with Financial Advisers from relevant funds to develop accurate and holistic Statements of Advice.
• Collaborate with other team members to deliver efficient service to clients.
• Participate in peer audit process to help improve or maintain knowledge and compliance within the team.

The successful applicant will have:

• Completed or partially completed a Graduate Certificate of Financial Planning, or relevant tertiary qualification
• Relevant tertiary qualifications are also considered an advantage.
• If required, be willing to undertake further study to ensure compliance with the Financial Advice Standards and Ethics Committee (FASEA).
• Previous experience in working as a paraplanner with a Financial Planning practice
• A high level of communication and numeracy skills
• A strong work ethic and high level of professionalism
• The ability to relate to and work consultatively with colleagues at all levels
• Superior analytical and conceptual skills
• The ability to synthesise information in a clear, succinct manner
• High attention to detail is essential
• Knowledge of Xplan

The Benefits

• A competitive salary package, inclusive of 13.5% super
• Above award leave entitlement including additional paid leave between the Christmas and New Year public holidays
• A comprehensive Employee Assistance Program
• Hybrid and flexible workplace
• Ongoing coaching, training, and professional development
• A workplace that is welcoming and celebrates diversity
• The opportunity to work for an organisation that is truly focused on acting in members best interest, not just on making a profit

IFS is an equal opportunity employer supporting diversity and inclusion in the workplace.

You must have full Australian working rights to be eligible for employment in this role.

Are you ready?