Trainee Paraplanner/Financial Adviser - TAFE Students Preferred null

Ballinger’s is a boutique financial planning practice located in Merewether, NSW.

We work hard to bring our clients and their families greater security, confidence and financial success through transparent investing and exceptional customer service. Our small, close-knit team (4 advisers and 2 support staff) provides personal, dedicated advice and planning. Many clients have been working with our principal adviser for 3 decades. 

We are looking for someone who is driven to:  

• Become a Financial Adviser and service their own portfolio of clients,
• Be mentored into the financial planning profession by a highly respected and experienced team,
• Gain exposure to various types of investment securities and tax structures,
• Develop the skills and knowledge to further your career,
• If required, do further study to satisfy financial planning education standards.

About the role

We are looking for a Trainee Paraplanner/Financial Adviser to join our team to work closely with our Advisers in developing and maintaining strong relationships with clients. 

You will provide administrative and technical assistance in delivering a range of financial services to clients. The main responsibilities are:

• Maintain client records, accounts, and investments in Xplan,
• Source information on financial products such as superannuation, pensions, investment accounts, insurances, etc,
• Prepare notes and documentation for client meetings,
• Implement recommendations including investment transactions across a range of listed securities, fixed interest securities, term deposits and managed funds along with payments to and from client bank accounts,
• Prepare and process applications and other paperwork,
• Answer client queries via telephone and email,
• Planning, coordinating, and tracking workflow,
• Assistance with onboarding new clients and developing working relationships with them,
• Various projects aimed at business improvement,
• General administration and data entry.

Skills and experience 

• You are completing studies in financial planning (or a related degree) or have career aspirations to work as a financial adviser,
• Attention to detail and accuracy,
• Excellent communication skills, both verbal and written,
• Strong organisational skills and ability to prioritise tasks,
• Ability to work as part of a team and independently,
• Proficient with Microsoft Office.

Our Trainee Paraplanner/Financial Adviser role is office based and a full-time position. We are a flexible workplace with a strong work/life balance culture including providing 10 paid Rostered Days Off per annum.  Most lunchtimes are spent walking along the beach or swimming and we always finish work at 5pm! 

Ballinger’s provides an opportunity to work as part of a small dynamic team, earn a competitive salary and the opportunity to progress your career within the business. We invest in our team members through in-house training, and attendance at various conferences and professional development days.