Opportunity to join a high performing and collaborative team, focused on providing quality paraplanning services to Industry super
- CBD location with Hybrid Work arrangements
- Fantastic team environment
- Generous leave entitlments
Who We Are:
IFS’s purpose is to help Australians retire with dignity, security and confidence. We use our deep expertise, innovative thinking, collective ownership and scale to empower our partners. We keep the member at the heart of everything we do, and we do the right thing – always. We provide consulting, service design and operational solutions to profit to member super funds addressing their member education, financial advice and unpaid super needs.
Summary:
We are seeking an experienced, highly organised, and detail-oriented Paraplanner to join our team. The Paraplanner will be responsible for assisting financial advisors in creating financial plans for clients. The ideal candidate will have a strong understanding of financial planning concepts and be able to work collaboratively with advisors. An understanding of the profit to member superannuation philosophy and individual client funds’ services and position within the industry superannuation network would be an advantage.
The Opportunity
In this role you’ll have the opportunity to:
- Gain exposure and work with a number of different Industry Funds Clients
- Work closely with Financial Advisors from relevant funds to develop accurate and holistic Statements of Advice.
- Collaborate with other team members to deliver efficient service to clients.
- Participate in peer audit process to help improve or maintain knowledge and compliance within the team.
The successful applicant will have:
- Completed or partially completed a Graduate Certificate of Financial Planning, or relevant tertiary qualification
- Relevant tertiary qualifications are also considered an advantage.
- If required, be willing to undertake further study to ensure compliance with the Financial Advice Standards and Ethics Committee (FASEA).
- Previous experience in working as a paraplanner with a Financial Planning practice
- A high level of communication and numeracy skills
- A strong work ethic and high level of professionalism
- The ability to relate to and work consultatively with colleagues at all levels
- Superior analytical and conceptual skills
- The ability to synthesise information in a clear, succinct manner
- High attention to detail is essential
- Knowledge of Xplan
The Benefits
- A competitive salary package, inclusive of 13.5% super
- Incentive rewards for high performance.
- Above award leave entitlement including additional paid leave between the Christmas and New Year public holidays
- A comprehensive Employee Assistance Program
- Hybrid and flexible workplace
- Ongoing coaching, training, and professional development
- A workplace that is welcoming and celebrates diversity
- The opportunity to work for an organisation that is truly focused on acting in members best interest, not just on making a profit
IFS is an equal opportunity employer supporting diversity and inclusion in the workplace.
Are you ready?
If this sounds like you and you are ready to take the next step we would love to hear from you. Please apply now.
