Our Clients:

An exciting opportunity is available for an experienced Paraplanner to join a well-established and rapidly growing national financial services business.

With continued growth across the financial planning division, we are seeking a technically strong professional who enjoys producing high-quality advice documentation and working collaboratively within a client-focused team.

About the role:

Work closely with Financial Advisers and the broader advice team, you will be responsible for preparing compliant advice documents and supporting the delivery of high-quality financial planning services to clients.

We are open to an Associate with solid understanding on strategy and experience with paraplanning.

Key responsibilities:
Prepare Statements of Advice (SOAs) for current and existing clients
Ensure advice documents are completed accurately and within required timeframes




Maintain a strong understanding of financial planning legislation, compliance requirements, and technical advice strategies
Collaborate with Advisers and support staff to deliver an exceptional client experience
Assist in maintaining technical standards across the advice team

Experience:
3+ years experience as a paraplanner in a financial planning firm;
Experience working with complex strategies and HNW clients (SMSFs, Family Trusts, Shares, Risk, etc)
Knowledge of Microsoft Office (word / excel / outlook)
Solid communication skills
Must have full Australian work-rights to apply

Please apply if you have the relevant experience and are interested in having a confidential discussion about the role.

📌 Senior Paraplanner Newcastle (Australia)
🏢 CANDOR Recruitment
📍 Australia