Position: Paraplanner (Melbourne)

The Paraplanner will report directly to the Operations Manager.

Primary Responsibilities

The primary responsibilities of the Paraplanner are:

Preparing high quality, accurate, timely and compliant statements of advice (SoA) on behalf of the advisers of Minchin Moore.
Working closely with the advisers in developing complex strategies for new and existing clients
Assisting the Advisers to ensure that all elements of the advice process are conducted in an ethical and compliant manner, in accordance with Minchin Moore policy, procedures and the law.
Assisting the advisers with modelling, insurance quantification, product research, investment recommendations (with the help of the Portfolio Management Team) and obtaining required information necessary for the preparation of the SoAs.
Undertaking various administration tasks as required.

Key Performance Indicators

Ensure timely communication with the Operations Manager and Advisers on progress of workflow.
Ensure that documents produced are high quality and accurate.
Ensure all facets of the advice process are conducted in a compliant manner.