Senior Paraplanner - Moneywise Global - Sydney

Flight Centre

Sydney, New South Wales, Australia

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Job Posted: 23/06/2017

Job Category:

Banking & Financial Services / Financial Planning & Wealth Mgmt

Job description:

In joining this established and dynamic organisation as a Senior Paraplanner, located in North Sydney you'll be part of an operational team working closely with financial advisers and the broader Moneywise team to ensure our clients receive a high level of service.

  • Be an integral part of our innovative team
  • Enjoy diversity in the role by dealing with a variety of clients and their requirements
  • Have a passion for mentoring and inspiring other team members
  • High level of technical expertise
The Business
Moneywise Global is a multi faceted business that consists of Financial Advisers, Home Loan Brokers, Tax accountants and Money Coaches. We have been part of the Flight Centre success story for over 20 years. Moneywise was established as a unique service to genuinely benefit Flight Centre staff and embody the philosophies and culture. We are passionate about providing a holistic focus on our clients’ financial needs and helping every one of our colleagues ‘live their best life’. Every year we advise thousands of ‘Flighties’ in helping them achieve their personal financial goals and we’re immensely proud of the incredible success stories we’ve been a part of.
About the Role
Your key responsibilities will be:
  • Formulation of quality Statements of Advice.
  • Provide professional and operational support to Advisers through research, modelling and preparations of reports.
  • Ensure our processes and systems meet compliance standards.
  • Ensure all client data is accurate and Fact Finds are fully completed by the Adviser.
  • Respond to day to day queries from clients in order to relieve Adviser of remedial queries
  • Work across a wide range of projects that improve efficiencies and challenge the status quo.
  • Enjoy sharing knowledge and experience with the Para planning team
  • Participate and contribute in activities such as seminars, presentations, workshops.
  • Attend team meetings and FCL/MW functions as requested.
About the successful candidate:
  • At least 3 years experience as a Para planner
  • Attention to Detail.
  • High Motivation.
  • Superior organisational skills.
  • Ability to work within timeframes.
  • High self esteem and integrity
  • Willingness to embody an egalitarian approach.