We are seeking an experienced Paraplannerto join our advice team in Young. This role suits someone who enjoys working closely with an adviser, contributing to strategy development, and producing high‑quality advice documents.
Key Responsibilities
- Prepare high‑quality SOAs, ROAs and supporting advice documentation
- Work collaboratively with the adviser to develop client strategies
- Attend and document client meetings (in person or online)
- Manage workflow and ensure advice is delivered accurately and on time
- Maintain and update client records within Xplan
- Assist with research, modelling and scenario analysis
About You
- Strong understanding of financial planning strategies
- Excellent written communication and attention to detail
- Ability to work independently and manage competing deadlines
- Comfortable interacting with clients and supporting the adviser in meetings
Work Arrangements
Our office is based in Young, NSW, and while we would ideally like someone who can spend some time working onsite, we are open to adaptable or hybrid arrangements for the right candidate.
If you’re a proactive paraplanner who enjoys being part of a collaborative advice process, we’d love to hear from you.
#J-18808-Ljbffr
📌 Paraplanner (Young)
🏢 Back to Back Financial Planners
📍 Young
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.