Focus Financial Partners

Financial Services

SeniorParaplannerTechnical&Advicesupport

Melbourne, Victoria, Australia
The Brief

“Senior Paraplanner – Technical & Advice support at Focus Financial Partners. Skills: Technical advice support, Strategy development, Advice drafting, Risk management, Superannuation, SMSFs, Investments, Taxation, Retirement planning. Act as a trusted technical partner to advisers nationally. Support comprehensive strategy development”

What You'll Achieve.

Deliver superior outcomes

Industry & Context.

Financial Services
Problems you'll solve

Judgement; Technical insight

What They're Looking For.

Must Have

Technical partner to advisers nationally, Supporting comprehensive strategy development, Drafting high-quality advice documents, Contributing to advice quality, Risk management, Continuous improvement, Work across advanced strategies involving superannuation, SMSFs, investments, taxation and retirement planning, Judgement, Technical insight, End-to-end ownership of advice delivery, Objective, considered advice based on market-leading, Work collaboratively as a team

What You'll Do.

Act as a trusted technical partner to advisers nationally

Support comprehensive strategy development

Draft high-quality advice documents

Contribute to advice quality

risk management and continuous improvement

Work across advanced strategies involving superannuation

taxation and retirement planning

technical insight and end-to-end ownership of advice delivery

considered advice based on market-leading

Work collaboratively as a team to deliver superior outcomes

How You'll Work.

Team & Collaboration

Act as a trusted technical partner to advisers nationally; Work collaboratively as a team so we can deliver superior outcomes

Communication Scope

High-quality advice documents

Process & Methodology

End-to-end ownership of advice delivery

Free ATS check

Applying for this Senior Paraplanner – Technical & Advice support role?

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