Paraplanner

Description:

About BDO
At BDO Australia, our why is ‘empowering people, realising possibilities’. One way we bring this to life is by hiring and developing exceptional talent, to deliver on our wide array of audit, tax and advisory services.
About The Role
We are seeking an experienced Paraplanner to join our team. This role provides essential support to our Financial Adviser team by preparing advice documents, conducting modelling, and contributing to a positive client outcome.
The Private Wealth team follow a holistic financial planning philosophy with a focus on our client’s individual goals and objectives.
Key Responsibilities Include
Prepare quality and compliant Statements of Advice (SOAs) and Records of Advice (ROAs) Conduct thorough research and modelling to support tailored financial strategies Maintain accurate and compliant client records and documentation Ensure advice is prepared in accordance with licensee policies and guidelinesDemonstrate a thorough understanding of the advice process and proactively manage transactions and workflows associated with strategic recommendations.
What You Will Bring To Our Team
As a valued member of our team, you will bring a unique blend of skills, experience, and attributes that contribute to our collective success. Your proactive approach, enthusiasm, and dedication will be instrumental in driving positive outcomes for our clients and fostering a collaborative and dynamic team.
Our ideal candidate will bring the following qualifications and attributes to our team:
Diploma or Advanced Diploma of Financial Services (Financial Planning)Experience in paraplanning and/or CSO roleHave a robust understanding of compliance requirements and stay up to date with the latest developmentsMeticulous attention to detailYou're tech-savvy, quick to adapt to new technologies, and eager to learnExperience in Xplan/WealthEye or other financial planning softwareYou're confident in your communication and have excellent interpersonal skillsPassionate about learning and growing within a collaborative, professional environmentCommitted to upholding our core values of integrity, care, and progressAbility to apply a commercial focus and results driven.
Why BDO?
Working for BDO you will be part of a growing and market leading professional services firm. Our national and global footprint provides our people with opportunities to work on interesting client engagements, across diverse industry sectors and services.
We provide our people with various health and wellbeing, social, financial, and professional development benefits to help realise what’s possible.
Our culture is underpinned by our core values (One, Bold, Human, Heart and Strive). We are proud to be recognised as an Inclusive Employer by the Diversity Council of Australia and an Employer of Choice by the Workplace Gender Equality Agency (WGEA).
Find out more and hear from our people via our social channels and career pages.
Apply now to join #teamBDO.