BT
Financial Group (BT) is the wealth management arm of the Westpac Group. BT
designs, manufactures and administers financial products that enable customers
to achieve their financial goals through the accumulation, management and
protection of personal wealth. Distribution of BT’s products is conducted
through Westpac/BT’s Australian and New Zealand consumer distribution
businesses and an extensive network of external financial advisers.
Financial Group (BT) is the wealth management arm of the Westpac Group. BT
designs, manufactures and administers financial products that enable customers
to achieve their financial goals through the accumulation, management and
protection of personal wealth. Distribution of BT’s products is conducted
through Westpac/BT’s Australian and New Zealand consumer distribution
businesses and an extensive network of external financial advisers.
An opportunity exists for an enthusiastic Senior
Paraplanner to work with BT Financial Group supporting Westpac Financial
Planners. You will be contributing to our mission of being a Paraplanning
Centre of Excellence in the financial services industry.
The role is suitable for motivated individuals who
have the necessary skills to ‘hit the ground running’ and immediately assist
with SoA writing. As a senior Paraplanner you will work closely with a
small network of financial planners, providing quality customised support to meet
the clients’ needs.
The Perks
Joining us has many perks besides building a long
and stable career. You’ll be:
- Able have access to some of the best
banking, wealth and insurance benefits in the market - Offered a highly competitive remuneration
that is fair and consistent for all our people - Entitled to a suit of online learning,
training modules and career planning tools to grow with us - Encouraged to participate in the community
through paid volunteer leave and secondments available
What
you need to succeed
you need to succeed
- Previous experience as a Paraplanner >3
years preferred. - Previous experience in a centralised unit
is an advantage. - COIN software experience is an advantage.
- RG146 essential.
- Completion of ADFS and/or tertiary
qualification in a related discipline essential. - Assist in the development of complex and
comprehensive strategies. - Knowledge of various tax structures &
preparation of multiple entity SoA’s. - Experience in coaching and mentoring other
team members.
Other
areas of expertise will include
areas of expertise will include
- Ability to identify and document a range
of strategies in a compliant, personalised and tailored format. - Providing added value to end client by
assisting the Planner in the formulation of appropriate strategies for the
client from information and instructions provided by Planners. - Strong customer service skills,
orientation and focus - Exceptional interpersonal skills
both oral and written - Ability to work autonomously and as part
of a team in a pressure environment and demonstrate an aptitude for problem
solving. - Excellent planning and organisational
skills - Diligent with attention to detail and time
management skills - Ability to accept constructive feedback
from peers – team members and Planners. - Advance knowledge of Microsoft Office
suite; Word, Excel, Outlook.
For
more information follow BT Financial Group’s LinkedIn page and visit www.careers.westpacgroup.com.au. BT Financial
Group is an equal opportunity employer and encourages applications from men and
women of all ages, including people with a disability and Indigenous
Australians.
more information follow BT Financial Group’s LinkedIn page and visit www.careers.westpacgroup.com.au. BT Financial
Group is an equal opportunity employer and encourages applications from men and
women of all ages, including people with a disability and Indigenous
Australians.
