Senior Paraplanner - Brisbane
- Recruiter
- Westpac Group
- Location
- Brisbane, Queensland, Australia
- Salary
- Not Specified
- Posted
- 01 Feb 2016
- Closes
- 17 Feb 2016
- Ref
- 1131089
- Contract type
- Permanent
- Hours
- Full time
BT Financial Group (BT) is the wealth management arm of the Westpac Group. BT designs, manufactures and administers financial products that enable customers to achieve their financial goals through the accumulation, management and protection of personal wealth. Distribution of BT's products is conducted through Westpac/BT's Australian and New Zealand consumer distribution businesses and an extensive network of external financial advisers.
An opportunity exists for an enthusiastic Senior Paraplanner to work with BT Financial Group supporting Westpac Financial Planners. You will be contributing to our mission of being a Paraplanning Centre of Excellence in the financial services industry.
The role is suitable for motivated individuals who have the necessary skills to ‘hit the ground running' and immediately assist with SoA writing. As a Senior Paraplanner you will work closely with a small network of financial planners, providing quality customised support to meet the clients' needs.
The Perks
Joining us has many perks besides building a long and stable career. You'll be:
An opportunity exists for an enthusiastic Senior Paraplanner to work with BT Financial Group supporting Westpac Financial Planners. You will be contributing to our mission of being a Paraplanning Centre of Excellence in the financial services industry.
The role is suitable for motivated individuals who have the necessary skills to ‘hit the ground running' and immediately assist with SoA writing. As a Senior Paraplanner you will work closely with a small network of financial planners, providing quality customised support to meet the clients' needs.
The Perks
Joining us has many perks besides building a long and stable career. You'll be:
- Able have access to some of the best banking, wealth and insurance benefits in the market
- Offered a highly competitive remuneration that is fair and consistent for all our people
- Entitled to a suit of online learning, training modules and career planning tools to grow with us
- Encouraged to participate in the community through paid volunteer leave and secondments available
- Previous experience as a Paraplanner >3 years preferred.
- Previous experience in a centralised unit is an advantage.
- COIN software experience is an advantage.
- RG146 essential.
- Completion of ADFS and/or tertiary qualification in a related discipline essential.
- Assist in the development of complex and comprehensive strategies.
- Knowledge of various tax structures & preparation of multiple entity SoA's.
- Experience in coaching and mentoring other team members.
- Ability to identify and document a range of strategies in a compliant, personalised and tailored format.
- Providing added value to end client by assisting the Planner in the formulation of appropriate strategies for the client from information and instructions provided by Planners.
- Strong customer service skills, orientation and focus.
- Exceptional interpersonal skills, both oral and written.
- Ability to work autonomously and as part of a team in a pressure environment and demonstrate an aptitude for problem solving.
- Excellent planning and organisational skills.
- Diligent with attention to detail and time management skills.
- Ability to accept constructive feedback from peers - team members and Planners.
- Advance knowledge of Microsoft Office suite; Word, Excel, Outlook.
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