Verified Job
Other Jobs
Career Paraplanner CDM Partners
Other Jobs
#815207
Remote / WFH
CDM PARTNERS NSW
Job Description
Are you an exceptional Paraplanner seeking an environment where your skills and experience will be acknowledged and valued?
Do you want a long term role in a growing business that provides quality ethical advice to their clients?
A friendly positive team of highly experienced Financial Planning Professionals.
DUTIES AND RESPONSIBILITIES
Prepare timely Statements of Advice; SOA attachments and SOA working papers and electronically file correctly for compliance purposes.
Collect, collate and analyse research obtained from clients and third-party providers.
Complete Term Deposits reviews and generate advice, if required.
Complete superannuation and non-superannuation investment portfolio reviews and generate advice, if required.
Monitor and maintain current technical reference materials, e.g. adviser guides, investment research, direct stocks model, performance statistics and Product Disclosure Statements.
Meet with Advisers to discuss the recommendations and any advice nuances that may impact the advice outcomes.
Keep abreast of market movements and raise relevant matters that may impact client advice and/or approved product list.
Maintain awareness of the legislative and compliance requirements for effective delivery of advice.
Build and maintain good relationships with internal teams for ease of administration and smooth processing.
Contribute to the weekly team meetings and be willing to up skill and learn more from peers.
KEY ATTRIBUTES, SKILLS AND QUALIFICATIONS
Three or more years in financial planning, exposure to Xplan.
Relevant tertiary qualification or progressing towards (eg. Graduate Diploma of Financial Planning) preferred but not essential.
Excellent attention to detail, a natural affinity with numbers.
Well-developed written and verbal communication skills.
Production centric attitude, ie. A good time manager.
Be a team player but have a strong personal motivation to succeed.
Have a caring and amiable disposition.
Be flexible and enjoy change, consider ongoing improvement as a norm.
Committed to personal and professional development and willingness to attending seminars and professional development sessions outside business hours.
Desire to progress towards meeting the FASEA Code of Ethics standard.
COMPUTER SYSTEMS
Xplan, Microsoft Suite, third party websites, custom built software.
If this role is of interest please call Chris Killen on 04•• ••• 288 or apply as directed below.
Employer questions
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?
Report this job advert
Be careful
Don’t provide your bank or credit card details when applying for jobs.
Learn how to protect yourself
Do you want a long term role in a growing business that provides quality ethical advice to their clients?
A friendly positive team of highly experienced Financial Planning Professionals.
DUTIES AND RESPONSIBILITIES
Prepare timely Statements of Advice; SOA attachments and SOA working papers and electronically file correctly for compliance purposes.
Collect, collate and analyse research obtained from clients and third-party providers.
Complete Term Deposits reviews and generate advice, if required.
Complete superannuation and non-superannuation investment portfolio reviews and generate advice, if required.
Monitor and maintain current technical reference materials, e.g. adviser guides, investment research, direct stocks model, performance statistics and Product Disclosure Statements.
Meet with Advisers to discuss the recommendations and any advice nuances that may impact the advice outcomes.
Keep abreast of market movements and raise relevant matters that may impact client advice and/or approved product list.
Maintain awareness of the legislative and compliance requirements for effective delivery of advice.
Build and maintain good relationships with internal teams for ease of administration and smooth processing.
Contribute to the weekly team meetings and be willing to up skill and learn more from peers.
KEY ATTRIBUTES, SKILLS AND QUALIFICATIONS
Three or more years in financial planning, exposure to Xplan.
Relevant tertiary qualification or progressing towards (eg. Graduate Diploma of Financial Planning) preferred but not essential.
Excellent attention to detail, a natural affinity with numbers.
Well-developed written and verbal communication skills.
Production centric attitude, ie. A good time manager.
Be a team player but have a strong personal motivation to succeed.
Have a caring and amiable disposition.
Be flexible and enjoy change, consider ongoing improvement as a norm.
Committed to personal and professional development and willingness to attending seminars and professional development sessions outside business hours.
Desire to progress towards meeting the FASEA Code of Ethics standard.
COMPUTER SYSTEMS
Xplan, Microsoft Suite, third party websites, custom built software.
If this role is of interest please call Chris Killen on 04•• ••• 288 or apply as directed below.
Employer questions
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?
Report this job advert
Be careful
Don’t provide your bank or credit card details when applying for jobs.
Learn how to protect yourself
