Engage Financial Solutions is an Australian-based, multi-sourcing financial services provider specialising in paraplanning and administration services for our clients in Australia.
Make a Difference in People’s Lives!
- Preparation of advice documents for financial advisers in Australia
- Conducting product research and financial modelling and working closely with financial advisers to develop strategies and advice.
- Liaising with financial advisers and ensuring that the service provided is as per their requirements and the regulatory requirements.
We’re Looking for a Rockstar!
- Minimum 2 years experience in preparing Statements of Advice (SoAs) for the Australian financial planning industry.
- Experience using AdviserLogic and/or Xplan (WealthSolver, Risk Researcher, and Xtools+)
- Thorough understanding of the compliance requirements, and financial products in the Australian financial planning industry.
- Excellent English reading, writing and speaking skills
- Strong computer skills including a working knowledge of Microsoft Office suite
- A high attention to detail
- Excellent organizational skills the ability multi-task and manage competing priorities
- Good problem solving skills
- A positive attitude with a desire to work collaboratively in a small team environment
Join Our Thriving Team!
- Competitive salary
- Ongoing training & career development (also into paraplanning)
- Hybrid work environment, upon completion of probation
- Performance based bonuses
- Birthday perks!