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Paraplanner – Wealth Management

About us:

Pitcher Partners Sydney is a Professional Chartered
Accounting firm located in the heart of the CBD. We are leading network of
independent firms, working together to enable growth and ambition for our
clients and our people.

When you join Pitcher Partners, you’re joining a team with
heart. We support each other. We learn together. We’re deliberate about
fostering relationships that nourish and empower every individual and we’re
excited by what’s possible. We know some of the best new ideas come in the form
of curious, talented people we haven’t met yet. Perhaps you’re one of them?

Due to our growth, we currently have an exciting opportunity
for an individual in the early stages of their career to join our wealth
management team.

The role:

The wealth management division is expanding. We are seeking
an Associate who will assist advisers with day to day tasks including preparing
statements of advice and investment reviews. In time, the successful candidate
will accompany our advisors in regular client meetings and attend to any
queries they may have.

Key Accountabilities:

  • Developing
    strategies for new and existing clients
  • Writing
    Statements of Advice (SOA’s), Records of Advice, proposals for new clients,
    engagement letters
  • Working
    very closely with the advisers on strategy and implementation
  • Financial
    projections and scenarios – using Excel
  • Compliance
    and adherence to regulatory frameworks
  • Ability
    to collate and present financial information
  • Contributes
    towards the review of client portfolio review reports in conjunction with
    changes in client circumstances and investments and general market
  • Ability
    to recognise the importance of the client and be willing to speak to the
    client and follow up their enquires promptly and accurately
  • Ability
    to liaise with partners/advisors to obtain instructions and deliver on
  • Capacity
    to formulate effective financial plan documents in line with strategy
    provided by Partners/Financial Advisors having regard to client needs, objectives,
    and risk tolerance

What we are looking for:

  • Completed
    a relevant degree in accounting, economics, finance, commerce or law.
  • Preferably 12 months prior
    experience within the Financial Planning industry or in Financial Services
  • Have
    a passion for Wealth Management/Financial Planning
  • Some
    understanding of superannuation, tax concepts and investing
  • Understanding
    of the regulatory requirements
  • Strong
    report writing skills
  • Impeccable organisational and time
    management skills
  • A genuine appreciation and desire to deliver
    exceptional client service
  • Outstanding written and verbal
    communication skills
  • High
    attention to detail, good listening skills and an eagerness to learn
  • Proficiency
    in Microsoft packages

What we offer:

At Pitcher Partners we believe success is better shared.
That’s why we invest in the future of every person who works with us, and a
culture that supports us all.

  • Join
    a team with heart: 
    We actively support your health and social
    connection with a vibrant culture, great flexible working policy, 18 weeks
    paid parental leave accessible after 12 months, and much more.
  • Do
    work with a purpose: 
    We put a lot of energy into developing
    meaningful relationships with our clients. It results in a level of trust
    that creates surprising opportunities for our business and your career.
  • Bring
    your best ideas: 
    We’re inspired by potential. We know there’s
    always a better way to do something. So we foster an environment of
    openness. Great ideas can come from anywhere. It all starts with

How to apply

If you can see yourself as part of a team that’s all about
people doing meaningful work, and leading with the best ideas, we want to hear
from you. Submit your application via the link.

All applicants must be a permanent resident or Australian
citizen to apply.

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