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Senior Paraplanner

Viridian Advisory - Perth, WA

Banking & Finance
Source: uWorkin


About us

The Paraplanning team works collaboratively with a network of aligned Advisors, providing quality customised support to meet clients’ needs. We are committed to providing our Paraplanners with an engaging, culture focused environment where our team can grow and develop with strong career prospects. Our vision is to be the employer of choice for career focused Paraplanners.

We are currently looking for an enthusiastic and experienced Senior Paraplanner to work with our progressive national Paraplanning team.

The Role

What you need to succeed:

• Minimum 5 years’ experience as a Senior Paraplanner.

• Xplan and XTools+ experience is essential.

• RG146 essential.

• Completion of ADFS and tertiary qualification in a related discipline.

• Completion of an accredited SMSF course an advantage.

• Assist in the development of complex and comprehensive strategies.

• Knowledge of various tax structures and preparation of multiple entity SoA’s.

• Experience in coaching and mentoring other team members.

• Be willing to engage in a team focused environment.

Other areas of expertise will include:

• Ability to identify and document a range of strategies in a compliant, personalised and tailored format.

• Providing added value by collaborating with Advisors in the formulation of appropriate strategies for the client.

• Exceptional interpersonal skills both oral and written.

• Ability to work autonomously and as part of a team in a pressure environment and demonstrate an aptitude for problem solving.

• Excellent planning, workflow management and organisational skills.

• Diligent with attention to detail and time management skills.

• Ability to accept constructive feedback from peers – team members and Advisors.

• Advance knowledge of Microsoft Office suite; Word, Excel, Outlook.

To apply:

We welcome candidates who meet the above to apply. If you have any specific questions regarding this position please contact Tim Sutcliffe, Paraplanning Operations Manager by email tsutcliffe@viridianadvisory.com.au