Industry Fund Services (IFS) is a leading provider of specialist financial products, services and advice to Industry Super. Industry Super Funds are run only to benefit members meaning that their profits are returned to members, not shareholders.
Our Paraplanning team provides paraplanning support to Financial Planners working with a range of Industry Super Funds nationally on a fee-for-service, commission free financial advice model.
We are currently looking for a new Paraplanner to join this dynamic team on a 12-month fixed-term contract. The role involves:
Generating statements of advice
Researching financial products
Responding to financial planner queries
Who you are:
We are looking for applicants who are motivated and enthusiastic, with a view to further their career with a company you can be proud of. The successful applicant will have:
Previous experience in working as a paraplanner with a Financial Planning practice;
Completed a Diploma of Financial Services (Financial Planning) or equivalent qualification;
A high level of communication and numeracy skills;
A strong work ethic and high level of professionalism
The ability to relate to and work consultatively with colleagues at all levels;
Superior analytical and conceptual skills
The ability to synthesise information in a clear, succinct manner;
Attention to detail and accuracy in data entry and record keeping; and
Knowledge of XPlan would be advantageous.
What We Offer:For the successful candidate, IFS offers:
A competitive salary package, inclusive of 11% super;
Generous benefits including above award leave entitlements;
A fantastic team environment;
One on one paid training in a supportive environment; and
An organisation that is truly focused on getting the best outcomes for our members, not just about making a profit.
If this role sounds like you please apply now including your CV and covering letter addressing the specific requirements of the role.
Please note that completion of a Diploma of Financial Services (Financial Planning) or equivalent qualification is a mandatory requirement for this role. Applicants are asked to forward a copy of the academic transcript for their Diploma Financial Services (Financial Planning) or equivalent qualification along with their CV and covering letter at the time of applying.
Employment is with Industry Fund Services Ltd. Offers of employment are subject to satisfactory completion of reference and security checks.
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