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Apply now Job no: 638066
Work type: Permanent Full Time
Location: Brisbane - Inner Suburbs & CBD
Categories: Banking, Team Member, Pay Band 4


Senior Paraplanner

  • Brisbane Location
  • Support & Mentoring Role
  • COIN financial planning software experience highly regarded
  • Join an organisation positioning itself for growth 

The Senior Paraplanner role is to Support and mentor other team members in the performance of their roles within the Suncorp Advice team to drive output while maintaining a strong, positive culture. Providing accurate and compliant advice documentation to Suncorp Representatives and Authorised Representatives of Suncorp Advice in a timely and efficient manner as part of the financial advice process. 

Some Key responsibilities are: 

  • Produce professional advice documents including Statements of Advice, Records of Advice and review documentation that is to a superior standard.
  • Ensure benchmarks relating to Statements of Advice preparation turnaround times are achieved while ensuring quality standards are maintained.
  • Ensure appropriate advice is being provided.
  • Follow up with the planner any outstanding information requirements for the development of a compliant Statement of Advice.
  • Establish, develop and maintain relationships with financial planners/advisers.   
  • Maintain effective working relationships with peers and other stakeholders
  • Adhere to appropriate Policy and Procedures that cover legal and internal regulatory compliance of standard narrative for financial plans, correspondence and other related documentation
  • Build and maintain relationships with financial planners and key business partners internally & externally 

You will have:

  • 5+ years’ experience as a Paraplanner or Financial Planner
  • Advanced Diploma Financial Services 5 – 8 or equivalent
  • SMSF and Gearing qualified - desired
  • RG 146 compliant - Mandatory
  • Track record of high quality and efficient completion of advice documentation.
  • Experience mentoring and supporting more inexperienced team members.
  • Experience with COIN financial planning software or other planning software – required

Interested? Apply online or call Suzie Singh for more information 02 8121 3249

Advertised: AUS Eastern Standard Time
Applications close: AUS Eastern Standard Time

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