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Financial Paraplanner

Job Overview

Enjoy doing Financial Planning implementation, handling SoAs, and Cashflow Modeling?  You will support our New Zealand Financial Planning client and their business directly. Our clients are seeking the next set of superstars to train and grow alongside their businesses.

As a Financial Paraplanner, you will work closely with financial advisors and clients to provide comprehensive support in financial planning and investment management. Your role involves analysing financial data, preparing reports, and assisting in creating customized financial plans for clients.

Key Responsibilities

  1. Financial Analysis:
    • Review client financial documents, including tax returns, investment statements, and insurance policies.
    • Analyze income, expenses, assets, and liabilities to assess the client’s financial situation.
    • Identify areas for improvement and growth
  2. Financial Planning:
    • Preparation for Statements of Advice (SOA)
    • Create cashflow modelling scenarios.
    • Collaborate with financial advisors to develop personalized financial plans.
    • Assist in creating retirement, investment, and estate planning strategies.
    • Provide recommendations on asset allocation, risk tolerance, and investment options.
  3. Documentation and Compliance:
    • Communicate with clients to gather necessary information and clarify financial goals.
    • Prepare and present financial reports, projections, and recommendations.
    • Address client inquiries and provide ongoing support.
  4. Research and Market Analysis:
    • Gathering, organising, confirming, and preserving all required client work documents and data
    • Assist the advisor with creating recommendations.
    • Maintain accurate records of client interactions and financial plans.
    • Ensure compliance with industry regulations and standards.
    • Assist in preparing necessary paperwork for client transactions.
    • Prepare application forms and follow up on their progress directly with product providers.
  5. Software Proficiency:
    • Stay informed about market trends, investment products, and financial planning techniques.
    • Conduct research on investment opportunities and present findings to advisors.
  6. Software Proficiency:
    • Utilise financial planning software and tools to create financial models and projections.
    • Utilise the CRM to manage, examine, and update client data.

Education

  • Bachelor’s degree in finance, Economics, or related field.

Knowledge & Experience

  • 3+ years professional working knowledge within New Zealand, and Australia  personal insurance environment
  • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
  • At least 2 years previous experience working in AU/NZ financial planning
  • Have a sound understanding of financial planning concepts and strategies
  • Certified Financial Planner™ (CFP®) designation preferred.
  • Strong analytical skills and attention to detail.
  • Excellent communication and interpersonal abilities.

Key Attributes

  • A solution seeker. You will need to be proactive in resolving issues with a positive, can-do attitude.
  • An eye for, and understanding of, the small print – little details matter. 
  • Self-motivated and effective at managing time and priorities. 
  • Comfortable working independently.
  • Take responsibility for and pride in your work

Additional Information

  • This is a full-time position
  • Flexible working arrangement 
  • A pioneering team to start in a small group that will definitely grow and open other opportunities within the company 
  • We invest in our people and provide opportunities for you to grow your knowledge and skills.

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