About this role
Paraplanner at Focus Partners Australia & Escala Partners. Location: Caulfield North, Victoria, Australia. Role: preparing advice, conducting research, modelling strategies Requirements: 3+ years paraplanning experience, RG146 compliant, Diploma/Advanced Diploma of Financial Planning preferred, experience preparing SoAs/RoAs, cashflow modelling, investment and insurance research, proficiency with Xplan and Iress/Xtools+. Category: Finance and Accounting Seniority: Mid Level Tools: Xplan, Iress/Xtools+ Certifications: rg146 Commitment: Full Time Workplace: Onsite Languages: English