Paraplanner with expertise in Xplan
Paraplanner with expertise in Xplan
Full-time
AEST (Australian Eastern Standard Time)
Are you a Paraplanner with expertise in Xplan software? We’re looking for a detail-oriented and proactive individual to join our team as a Financial Planning Associate.
Responsibilities:
- Utilize your proficiency in Xplan, particularly in complex XTOOLS+ modeling, Risk Researcher modeling, and Wealthsolver modeling.
- Produce high-quality Statement of Advice (SOA) documents with meticulous attention to detail.
- Collaborate closely with our advisors to support client financial planning needs and contribute to the overall success and growth of the business.
Skills Required
- Degree qualified with demonstrated experience in producing quality SOAs within the financial planning industry.
- Proficiency in Xplan software, specifically in complex modeling (SMSFs, trusts).
- Strong attention to detail and accuracy in all aspects of work.
- Excellent communication and interpersonal skills.
- A proactive and self-motivated approach to tasks and responsibilities.
VAT2024-03-04T16:36:34+10:00
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