We have a fantastic opportunity for you to join our supportive, growing team to provide quality support service to EQT Financial Advisers. Your financial Planning knowledge and paraplanning skills will ensure your success, in return, we offer a great culture where your contributions will be recognised.
You will offer a crucial business support service utilising your strong financial planning knowledge and paraplanning skills. Your main focus will be on creating Statements of Advice and Record of Advice Documents.
About the role:
- Prepare financial planning Statements of Advice & Records of Advice
- Develop financial planning strategies and investment recommendations
- Undertake investment portfolio reviews and conduct product research
- Undertake financial modelling and cash flow longevity scenarios
- Manage and maintain relevant quality assurance programs within the team
- Help the Fiduciary Investment team in preparing Prudent Person Reviews when needed
- Prepare Investment Committee submissions as necessary
What you'll need to succeed:
- Significant experience in a previous paraplanning position
- Demonstrated competency in the usage of XPlan
- Experience in Centrelink and Superannuation
- Investment knowledge and experience, including direct Australian equities
- Sound knowledge of ASIC compliance requirements and Financial planning standards
- Financial Planning Qualifications
What we can offer you:
- A warm, open and supportive culture
- An attractive remuneration package, including reward and recognition programs
- An employee wellness program, including discounted health insurance and an employee assistance program
- An individual learning and development budget to help you grow
- A workplace volunteering and giving program to enable you to help others in the community
- Group Salary Continuance insurance to protect you when you need it most
- Discounted tax and estate planning services
About us - Trusted since 1888
Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for generations to come. As a trustee company, it is our responsibility to always act in our clients' best interests, ensuring they feel safe, valued, and cared for.
We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.
Equity Trustees is 130 years strong - and growing. Apply now to be part of a successful contemporary trustee company!
Agencies please note that this vacancy is being managed directly by the Equity Trustees’ HR team. We will contact our preferred agency partners should we require additional support. Thank you.
Top Skills
What We Do
Equity Trustees is Australia's leading specialist trustee company. It was established in 1888 by an Act of Victorian Parliament for the purpose of providing independent and impartial trustee and executor services to help families throughout Australia protect their wealth.
As well as providing traditional trustee services, Equity Trustees offers a comprehensive range of products and services for personal and corporate clients aimed at protecting, managing and growing wealth. We are a publicly listed company on the Australian Stock Exchange (EQT), and have offices in Melbourne, Bendigo, Sydney, Brisbane, Perth and London
