Senior Paraplanner

Paraplanner (Australia)Roles and Responsibilities:Perform quality assurance checks to ensure the highest quality of work across the board.Drive improvement of the paraplanning process and contribute to a continuous improvement cultureContribute to operational processes and quality improvement initiativesLiaise with Advisers and communicate case updates and required informationProvide guidance to junior members of the team and take a mentoring approach to support Junior ParaplannersHigh degree of accuracy and attention to detailFollow and adhere to ISO policies.Requirements Strong understanding of key areas such as SOA, ROA, financial projections, and WealthSolver.Excellent English communication skills are highly valued, both spoken and writtenHigh degree of accuracy and attention to detailAble to handle multiple priorities and requests with adequate planningConfident and pleasant personality to build relationships with clientsWell-organised and able to work independently with excellent time management skillsHands-on experience and confidence with MS Office (Word and Excel)Desire to succeedAcademic Qualifications and experience:MBA Finance or Higher1+ year of experience in the Paraplanning processBenefits5 Days WorkingFamily Medical Insurance Attractive SalaryDynamic Work Culture26 Leaves & 10+ HolidaysJob Timing- 7:30am- 4:30pm (Monday to Friday )