Paraplanner | Dayshift | Permanent Work from Home  

Clear is looking for an excellent Paraplanner to join our financial planning team.

Role and Opportunity

Your will provide administrative support for Australian-based financial advisers on a portfolio of products and prepare reports and statements of advice for clients. This is a fast-paced environment – perfect for hard workers, quick learners, organised, client-focused, and people with the highest levels of attention to detail and who love reading.

Purpose

As a Paraplanner, you will:

• Prepare financial plans and statements of advice which are legally binding documents
• Be a key contributor by delivering SOAs and ROAs in a timely fashion
• Assist Financial Planners in reviewing, analysing and preparing financial plans
• Prepare and review documentation and reports for Financial Planners including maintaining and improving templates
• Input data and modelling of client strategies through Xplan or other relevant software
• Conduct research and analysis of data
• Research technical strategies and new products as required
• Ensure strict compliance with legislation and licensee standards
• Oversee the production of SOAs
• Constantly be tested and given opportunities to develop your skills

As a Paraplanner, your daily tasks may include:

• Provide day-to-day support to Australian Financial Planners
• Prepare Statements of Advice which includes modeling of Financial Advice based on client instructions and provide supporting documents or reports when necessary
• Produce scenarios/Cash Flows when requested
• Directly liaise with clients, fund managers, superannuation funds, insurance companies and internal stakeholders to execute plan strategies
• Update the financial planning tool and other relevant software based on documents provided by the client
• Invoice clients accurately in a timely manner
• Prepare and submit a weekly sales report to the client
• Liaise with senior management when necessary
• Perform other tasks as assigned by the client and/or the management

Required Attributes

• Mature disposition
• Respect for the confidentiality and sensitivity of information
• Excellent English communication skills – both written and verbal
• Exceptional time management skills to meet tight deadlines
• Ability to work in a busy environment while maintaining the highest attention to detail in reviewing documentation and legal correspondence
• Ability to learn new concepts and procedures quickly, and research to solve problems when required
• Be well organised with the ability to multi-task and deliver results despite competing priorities
• Strong numerical and literacy skills
• Excellent analytical skills with the ability to think strategically
• Confidence to make and execute decisions without micromanagement
• A positive “can do” attitude and an inspiration to empower others

Essential Experience

• Minimum of 6 months to 1 year experience in Australian Statement of Advice preparation
• At least 1-year call handling experience
• Comprehensive understanding of the financial planning process
• Awareness of Australian business culture
• Proficiency in Microsoft applications such as Word, Outlook, PowerPoint, Excel, and Google Workspace applications (Docs, Sheets, etc.)

Advantageous (Optional)

• Experience with Financial Planning software such as XPLAN or other similar tools
• Diploma of Financial Planning (RG146) compliant
• Experience as a Financial Planning Assistant