Senior Paraplanner

Start and build your career with BMG Outsourcing one of the well-respected Australian-owned Outsourcing Company with office in Clark and Sydney providing high quality services to clients and promising career to its employees.

We are looking for a detail-oriented and experienced Senior Paraplanner who can manage the preparation of full range advice documents which include preparation of multi-strategy advice documents. This role requires in-depth knowledge and understanding of common financial planning strategies including SMSF s and structures (including LRBA s).

This position reports to the Practice Manager and works alongside the Financial Planning Assistant.

Job Description

Responsibilities:

• Preparation of SOA and ROA documents and follow through to implementation
  
• Provide training to Financial Planning Assistant in preparation of implementation documents.
  
• Schedule monthly reviews including preparation of client documentation for review meetings.
  
• Build a value proposition for new clients after completing run down of existing accounts.
  
• Assist with all aspects of the advice process by working closely with the team to progress clients from onboarding through to review.
  
• Collecting client information completing research entering data and managing client files
  
• Proactive approach to managing all compliance obligations
  
• Assistance with the management of the end-to-end advice process for our clients
  
• Assisting with Compliance obligations and FDS / review obligations
  
• Oversee workflow to ensure client expectations are understood and met.
  
• Ensure advice is provided accurately efficiently and in the agreed timeframe.
  
• Maintain up-to-date knowledge of relevant legislation and requirements
  
• Assist with Advice Document preparation as required
  
• Liaising with internal and external stakeholders
  
• Participate in external and internal training as required
  
• Actively supporting our Financial Planning team in all aspects of customer service advice support and optimizing use of technology.
  
• Excellent written & oral communication as this role involves client interaction from time to time.
  
  

Requirements

• Minimum 3 years of experience as Senior Paraplanner doing the preparation of a full range of advice documents including preparing multi strategy and SMSF plans.
  
• Strong experience in Xplan Xtools Wealth Solver and Risk Researcher is required
  
• Sound technical and research skills with a thorough understanding of industry regulations.
  
• Experience in cash flow modelling super and risk comparison and insurance quoting.
  
• Comprehensive understanding of SMSF s and structures (including LRBA s)
  
• Intermediate understanding of superannuation and insurance strategies as well as legislative requirements including but not limited to Contribution Strategies Estate Planning and Retirement Planning.
  
• Ability to implement advice effectively and efficiently.
  
• Demonstrable skill in managing compliance and advice requirements in a commercially viable manner
  
• Excellent use of X-Plan and cloud-based applications
  
• Excellent use of Word Excel and Outlook
  
• Exposure to Work Sorted financial planning software viewed favorably
  

Benefits

• Salary: We offer a competitive salary that reflects your experience and skills.
  

• Healthy Work Environment: A supportive positive and inclusive workplace that promotes your well-being and growth.
  

• HMO: Enjoy great health insurance to keep you covered.
  

• Paid Time Off: Generous vacation days holidays and sick leave to help you recharge.
  

• Company-Provided Equipment: Get a PC or laptop from the company to help you do your best work whether youre in the office or working remotely.
  

• Free Shuttle: Convenient and comfortable shuttle service to make your commute easier.
  

• Free Meals: Enjoy free meals to keep you fueled and focused during the day!
  

• Other perks: Day shift schedule and a bunch of other fun perks like company events. (Year-end Party Summer Outing Monthly Gathering etc.)