DP Wealth Advisory Pty Ltd – Toowoomba QLD
At DP Wealth Advisory, we are a growing and progressive financial planning firm dedicated to helping our clients achieve confidence and clarity around their financial future. We pride ourselves on delivering high-quality, client-focused advice and fostering a supportive, high-performing team culture.
About the Role
Working closely with our Advisers and Client Service Team, you will play a key role in developing and implementing strategic financial advice solutions for our clients.
Preparing high-quality Statements of Advice, Records of Advice and strategy documentation
Conducting technical research and modelling financial strategies
Developing retirement, superannuation, investment, insurance and wealth accumulation strategies
Reviewing existing client structures and identifying strategic opportunities
Assisting advisers with complex client scenarios and technical queries
Ensuring advice documentation meets compliance and regulatory requirements
Maintaining technical knowledge of financial planning legislation and industry changes
Participating in client strategy discussions and adviser meetings where appropriate
About You
Experience as a Paraplanner,
Strategist or similar role within financial planning
Robust technical knowledge of superannuation, retirement planning, investments and personal insurance
Excellent written communication and report-writing skills
Exceptional attention to detail and analytical capability
Ability to manage multiple priorities and meet deadlines
A collaborative and proactive approach to teamwork
What We Offer
At DP Wealth Advisory, we believe great people deserve a great workplace.
A supportive and collaborative team environment
Exposure to a broad range of client strategies and advice scenarios
Career progression opportunities within a growing advice business
Ongoing professional development and training support
A modern office environment in Toowoomba
Flexible work arrangements available
Competitive remuneration based on skills and experience
Why Join DP Wealth Advisory?
We're passionate about helping both our clients and our team succeed. You'll be part of a business that values professionalism, integrity, continuous improvement and genuine relationships.
#J-*****-Ljbffr