Established in 2002, Our Client Partner is now one of Australia’s leading financial services Licensees. Our Client Partner is a privately owned and operated organization, which means we are not owned by a bank, fund manager or financial institution. This allows the group to offer tailored and flexible solutions to our national network of financial advisers and accountants, a characteristic becoming increasingly rare in an era of institutional consolidation.
As the financial advisory profession becomes increasingly competitive, financial advisers and accountants need to ensure they are providing genuine value. This is where they can help.
If you are seeking for new opportunity as Paraplanner, this is an ideal role to get ahead as they expand their operations in Manila. Apply now!
Key Responsibilities:
Paraplanning
Develop and construct quality and compliant comprehensive advice documents and any relevant collateral for CFP's Authorised Representatives.Ensure all documents created are factually accurate, technically sound, editorially personalised and in line with relevant legislative requirements and CFP guidelines.Apply oversight to advice document requests received and collaborate with Authorised Representatives to ensure appropriateness of advice and quality of documentation.Maintain and develop good working relationships with CFP's Authorised Representatives and represent Capstone Financial Planning with professionalism and competence.Assist with the training and education of Authorised Representatives to optimise the utilisation of Paraplanning service and support.Assist in the development of processes and procedures for Paraplanning functions.Participate in ad hoc projects identified for the overall team to enhance services within the team or CFP.Technical
Maintain current knowledge of the relevant rules, legislation and obligations relating to the financial planning industry, including appropriate technical knowledge and financial advice strategies.Proactively source and consider appropriate technical resource tools and information.Attend relevant industry technical update sessions.Adviser Training
Assist with compilation and preparation of adviser training materials / reports as requiredFacilitate training workshops and deliver training presentations as requiredAd Hoc Projects
• Participate in and contribute to the successful completion of relevant projects as required
Key Points:
Experience
• Prior experience in Para Planning or Financial Adviser compliance is preferred.
• Prior experience in dealing with financial advisers.
• Experience in using all modules of Xplan software
• Extensive and up to date knowledge of Australian Financial services licensees and their advisers.
• Experience with all aspects of Microsoft Office as well as other relevant software applications.
Skills and Competence
• Excellent verbal and written communications skills.
• Strong computer literacy skills.
• Time management skills.
• Ability to work independently and with minimal supervision.
• Ability to work in a small team
• Ability to work to deadlines.
• Ability to adapt to changing conditions - flexibility.
• Ability to present to small and large groups of people.
Knowledge
• Relevant Tertiary qualifications are preferred
• Knowledge of Australian Financial services industry and products would be an advantage.
• Working knowledge of Information Technology requirements and applications.
Interpersonal Skills
• Enthusiastic outlook.
• Ability to maintain confidentiality.
• Ability to deal effectively with a wide range of people.
• Strong level of motivation.
• Strong interpersonal skills.
• Empathy with variety of individuals.
Values
• Uncompromising commitment.
• Honesty and integrity.
What's in store for you?
• 5-day work week (Monday to Friday Dayshift)
• Prime location in EMAPTA office and access to top-of-the-line facilities and technologies
• Exposure to world-class, high-level management from foreign direct superiors
• HMO coverage plus 1 dependent or mutual fund upon hire.
• 20 leave credits at your discretion with up to 5 days commutable to cash
• Unlimited Gym Access (PNB and SFS office)
*NOTE: Highly prefers someone who can report in Emapta office. WFH set up can be determined later stage