4 Nov 2021

Full Time Paraplanner

for Link Group – Sydney

NOTE: This job listing has expired and may no longer be relevant!

Job Description

Overview

Great Opportunity to work closely with an experienced group of financial advisers!!!

This role is for a passionate paraplanner to support our leading telephone based intra-fund Advice Team and comprehensive financial advisers, within the Link Advice team.

As part of the Link Group Retirement and Super Solutions division, Link Advice prides itself on the quality of its advice, support and mature business model.

In partnership with some of Australia’s largest Superannuation Funds, and with a focus on providing quality intra-fund advice, this role will have the opportunity to help educate Australians on how to make the most of their superannuation savings.

Key Accountabilities and main responsibilities

Strategic Focus

Assisting the team of advisers with the creation of Statements of Advice, Records of Advice and Value propositions, ensuring compliance with industry regulations regarding financial advice
Develop strong technical ability and drive strategy & advice innovation
Maintenance of compliance standards for the business and keeping ahead of all legislative changes
Ensuring turnaround times and deadlines are appropriately managed
Complete projects identified for the overall team to enhance services within the team or wider business

Working closely with financial advisers to provide compliant Statements of Advice, ensuring that high levels of quality are maintained
Working closely with compliance and Advice Team Leaders to ensure that advisers are following Link Advice policies and procedures

Experience & Personal Attributes

A passion for financial advice and helping people
Minimum 1 – 3 years’ experience in a paraplanning role
Meets the minimum education requirements under FASEA
Passion for customer focus and best practice in all activities
Flexible whilst able to manage multiple competing business priorities
Must be clear thinking & well organised
Attention to detail and analytical skills
Strong technical knowledge across key disciplines of financial advice
Experience working with Xplan including XTOOLS+ and WealthSolver
Work in a structured work environment and adaptive to change
RG146 compliance with evidence of completed CPD,
Registered on the ASIC Financial Adviser Register

What’s on offer:

Receive a competitive salary package
Advance your skills and experience through ongoing training and development
Career Progression Opportunities

How to apply

Sounds like you? Click APPLY today to submit your application via our Careers portal

About Us

Link Group is a leading fund administration and share registry specialist. We are a market leading provider of technology-enabled administration solutions, continually developing our offerings to expand with our clients’ needs. Since our inception, Link Group has been entrusted by clients to handle sensitive data in a secure and confidential manner. Our core businesses of fund administration and securities registration are complemented by our expertise in digital solutions and data analytics.

About the Team

Our Retirement & Superannuation Solutions division combines its proprietary technology, process and people to deliver a comprehensive financial data solution to its superannuation clients. We support clients across all superannuation fund sectors including government, industry, retail and corporate.

By accompanying our core member and employer administration with a full range of value-added services, we offer the most comprehensive superannuation administration solution on the market. The scale, adaptability and ease of use of our proprietary systems, in conjunction with our integrated analytics offering, allow us to innovate and grow with the needs of our clients.

Link Group is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.

We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the Link Group journey and together we will achieve our full potential.

We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.

Candidates must have the relevant work rights to be considered for an opportunity at Link Group. Successful applicants will be required to complete background screening prior to commencement of employment.