Paraplanner

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 movement
• 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 requests
• 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 listening.

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 or apply at [email protected]

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