Private Wealth Paraplanner – Growth & Impact

Capital Haus; Melbourne; Vor Ort; AUD 70.000 - 95.000; Vollzeit

Benefits dieser Stelle

Competitive salary & incentives

Growth opportunities

Team events

Education support

Leadership mentorship

Zusammenfassung

Capital Haus in Melbourne is seeking an experienced Paraplanner to support Private Wealth Advisers by preparing high-quality advice documents and servicing clients with accuracy and efficiency.

Role involves developing tailored strategies, modelling cash flows, and ensuring compliance, using XPLAN and related tools. Requires a minimum 2 years’ paraplanning experience and RG146 compliance.

Qualifikationen

• Bachelor’s degree in Financial Planning, Commerce, or related discipline.
• Minimum 2 years’ experience as a Paraplanner, with Private Wealth experience preferred.
• RG146 compliant with demonstrated technical knowledge.
• Strong understanding of investment markets, stockbroking, SMSF knowledge desirable.
• Experience with XPLAN for advice generation, modelling and research requirements.

Aufgaben

• Collaborate with Private Wealth Advisers to formulate advice and investment strategies.
• Generate tailored SOA, IPS, and ROA documents within set timeframes and service standards.
• Meet individual quality and productivity targets.
• Prepare financial calculations, scenario modelling, and detailed cash flow analyses.
• Maintain and enhance financial planning software data accuracy (XPLAN, Xtools, Wealth Solver).
• Identify opportunities to improve templates and administrative processes for advice creation.
• Stay up-to-date with regulations and compliance requirements to ensure advice meets standards.
• Support risk and compliance activities to ensure regulatory alignment.

Kenntnisse

Organisational skills

Attention to detail

Communication skills

MS Office

Financial literacy

XPLAN expertise

Ausbildung

Bachelor's Degree in Financial Planning or related

RG146 compliant

Tools

XPLAN

Openmarkets

Praemium

Wealth Solver

Jobbeschreibung

Capital Haus in Melbourne is seeking an experienced Paraplanner to support Private Wealth Advisers by preparing high-quality advice documents and servicing clients with accuracy and efficiency.

Role involves developing tailored strategies, modelling cash flows, and ensuring compliance, using XPLAN and related tools. Requires a minimum 2 years’ paraplanning experience and RG146 compliance.