Paraplanner

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Overview

The primary role of the Paraplanner is to prepare and produce quality, well researched and accurate Statements of Advice for The Hopkins Group (THG) clients.

It is important the Paraplanner possesses all the technical skills required and is knowledgeable about the range of investment services provided by THG, including superannuation, wealth accumulation, gearing to invest, regular savings, wealth protection, retirement planning and income streams, cash flow and liability management, risk management, Centrelink entitlements, insurance planning and estate planning and various Self-Managed Super Fund strategies, specifically SMSF LRBA’s.

Reporting Relationship

The Paraplanner reports directly to the Operations Manager, and also has a close working relationship with the Financial Planners and Financial Planning Administration Assistants.

Specific Accountabilities and Relationships

The Hopkins Group Philosophies, Goals and Objectives

Performance Standards

The work performance of the Paraplanner will be evaluated on the basis of the following criteria:

Applications must include a Cover Letter addressing the above qualifications, experience and knowledge. Please attention your application to Durham Kenigsvalds.

Due to the volume of applications anticipated, only shortlisted applicants will be contacted.

Please apply here.

Recruitment Agencies: Thank you for taking the time to read this position description, but please no calls at this stage.