Paraplanner Join Our Global Team and Ignite Your Career! Are you ready to take your career to new heights? Exciting opportunities await you as we expand our global team, working with prestigious clients from around the world. Join us on a journey of innovation, collaboration, and professional growth! Job Description As a Paraplanner, you will play a pivotal role in the financial advisory process by undertaking diverse responsibilities. This includes the meticulous construction of Statements of Advice (SOA) documents that encompass a broad spectrum of financial strategies. What’s required to get hired?
Experienced paraplanner (2+ years) with a genuine passion for delivering exceptional client outcomes.
Experience with Australian clients is an advantage.
Tertiary education in an area complementary to the role.
Experience in Xplan and Office365 would be highly desirable.
Strong organizational skills.
High attention to detail.
Ability to work both autonomously and with multiple stakeholders.
What awaits you in this role?
Construct Statements of Advice (SOA) documents across a broad spectrum of financial strategies.
Assist Advisers proactively in managing clients' affairs.
Maintain a commitment to the highest compliance standards.
Perform ongoing client maintenance, prepare for annual progress meetings, and manage/prepare any compliance obligations and reviews.
Develop and manage internal relationships with Advisers and key external service providers to create and maintain administrative and operational efficiencies.
Support a team of professional advisers by preparing high-quality strategic advice.
Assist in the proactive management of client affairs.
Why choose us?
Competitive salary
Permanent WFH set-up
Day shift schedule
Upskilling: Emapta Academy
Diverse and supportive work environment
20 days annual leave
Direct exposure to global clients
Opportunity to work with a talented team and make a real global impact
Who are we? Discover a world of possibilities at Emapta, where your career takes flight in stability and growth. Join a team that thrives on camaraderie, supporting each other to achieve excellence together. Experience the satisfaction of being recognized for your contributions with competitive compensation packages that reflect your skills and commitment. Immerse yourself in a positive work culture that encourages collaboration, innovation, and personal development. We provide you with the platform for your success, empowering you to reach new heights in a supportive and inclusive environment. With a wide roster of international clients from various industries and a proven track record of success, Emapta offers a stable foundation for your career. Team up with like-minded professionals who are passionate about making a meaningful impact through premium global opportunities at your fingertips. Apply now and create a better future with us. #Emapta Experience Apply Today and Shape Tomorrow! If you are passionate, forward-thinking, and ready to make an impact on a global scale, we want to hear from you! Join our team of dynamic professionals and be part of something extraordinary. Embark on a journey that transcends borders and propels your career to new heights. The world is waiting for your talents – seize the opportunity! Job Type: Full-time Schedule: