A financial advice firm in Newcastle is seeking an experienced Paraplanner to support advisers with developing strategies and documentation, particularly for retirement and superannuation. The role involves preparing Statements of Advice and ensuring accuracy in advice documents. Ideal candidates will have 3-5+ years in a similar role, excellent communication skills, and experience with Midwinter. This full time position offers a competitive salary between $90,000 and $110,000 plus superannuation.
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📌 Paraplanner - Retirement Strategy & SOA Expert (Newcastle City Council)
🏢 Advice2Talent
📍 Newcastle City Council
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