Paraplanner

Join Our Client's Innovative Financial Services Team as a Paraplanner-Your Global Career Awaits!

Imagine stepping into a role that not only elevates your career but also opens the door to global opportunities-all from the comfort of your home country. As a Paraplanner in our client's dynamic Insurance team, you'll enjoy the unique chance to collaborate with international colleagues, broadening your professional network while honing your skills. Experience a vibrant workplace culture that values innovation and growth, offering perks you won't easily find elsewhere. In this vital role, you'll be instrumental in developing and constructing high-quality, compliant advice documents like Statements of Advice (SOAs) and Record of Advice (ROAs). If you're looking for an enriching career where you can make a significant impact in financial services, this position is your gateway to a fulfilling future!

• Prepare compliant advice documents, including Statements of Advice (SOAs) and Records of Advice (ROAs).
  
• Develop and construct high-quality, compliant comprehensive advice documents.
  
• Ensure all documents are factually accurate, technically sound, editorially personalized, and aligned with relevant legislative requirements and client guidelines.
  
• Oversee advice document requests and collaborate with Authorized Representatives to ensure the appropriateness of advice and quality of documentation.
  
• Maintain and develop strong working relationships with clients, representing the company with professionalism and competence.
  
• Assist in the development of processes and procedures for Paraplanning functions.
  
• Participate in identified ad hoc projects to enhance services within the team.
  
• Contribute to continuous improvement and team development by enhancing internal tasks and procedures, improving client communication, and ensuring a high level of product and lender policy knowledge.
  
• Assist administration team members with the implementation of advice.
  
• Liaise with key stakeholders, such as product providers.
  
• Communicate with clients as required.
  

Requirements

Numbers Whisperer Wanted: Qualifications that Add Up

• At least 2-5 years of experience in paraplanning.
  
• RG146 certificate or Diploma in Financial Planning is preferred.
  
• Solid background in paraplanning within an Australian firm, demonstrating thorough knowledge and practical skills in risk management.
  
• Experience using all modules of Xplan software and/or Omnium Researcher.
  
• Ability to prepare compliant advice documents such as SOAs and ROAs.
  
• Extensive and up-to-date knowledge of Australian financial services licensees and their advisers.
  
• Proficiency in all aspects of Microsoft Office as well as other relevant software applications.
  
• Excellent verbal and written communication skills.
  
• Strong computer literacy.
  
• Effective time management skills.
  
• Initiative to work independently with minimal supervision.
  
• Ability to collaborate in a small team.
  
• Capability to meet deadlines.
  
• Flexibility to adapt to changing conditions.
  
• Skill in presenting to small and large groups.
  

Benefits

Balanced Books, Balanced Life:

• HMO coverage upon regularization with one free dependent
  
• Competitive Package
  
• Permanent WFH set-up
  
• Day shift schedule
  
• Unlimited opportunities for employee referral incentives across the organization
  
• Standard government and Emapta benefits
  
• Total of 20 annual leaves to be used on your own discretion
  
• Exposure to world-class, high-level management from foreign direct superiors.
  
• Highly structured and defined tasks
  
• Big Team Environment
  
• Access to training and opportunities for promotion
  
• Experienced unparalleled induction and training experience for new team members, ensuring every opportunity is provided for success in the role.
  
• Employee engagement activities
  
• Continued Professional Development (CPD) Programs
  
• Upskilling through Emapta Academy
  
• Career growth opportunities
  
• Diverse and supportive work environment
  

Empowering Business Success with Innovative HR Solutions

Our client is an Adelaide-based full-service recruitment and HR firm dedicated to empowering businesses through innovative and business-focused HR and recruitment solutions. Specializing in scaling services to meet specific business needs, our client offers a range of options from back-office recruitment support to comprehensive HR On Demand models. With a commitment to pragmatism and contemporary practices, they enable businesses to build high-performing teams efficiently and effectively. Whether providing ongoing HR support or tailored solutions as per immediate requirements, our client stands out for their adaptive approach and dedication to driving organizational success through strategic HR management and recruitment expertise.

Who are we

Discover a world of possibilities at Emapta, where your career takes flight in stability and growth. Join a team that thrives on camaraderie, supporting each other to achieve excellence together. Experience the satisfaction of being recognized for your contributions with competitive compensation packages that reflect your skills and commitment. Immerse yourself in a positive work culture that encourages collaboration, innovation, and personal development. We provide you with the platform for your success, empowering you to reach new heights in a supportive and inclusive environment.

With a wide roster of international clients from various industries and a proven track record of success, Emapta offers a stable foundation for . Team up with like-minded professionals who are passionate about making a meaningful impact through premium global opportunities at your fingertips. Apply now and create a better future with us.

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