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.
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About the Role
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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.
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Preparing high-quality Statements of Advice, Records of Advice and strategy documentation
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Conducting technical research and modelling financial strategies
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Developing retirement, superannuation, investment, insurance and wealth accumulation strategies
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Reviewing existing client structures and identifying strategic opportunities
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Assisting advisers with complex client scenarios and technical queries
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Ensuring advice documentation meets compliance and regulatory requirements
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Maintaining technical knowledge of financial planning legislation and industry changes
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Participating in client strategy discussions and adviser meetings where appropriate
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About You
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Experience as a Paraplanner,
Strategist or similar role within financial planning
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Strong technical knowledge of superannuation, retirement planning, investments and personal insurance
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Excellent written communication and report-writing skills
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Exceptional attention to detail and analytical capability
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Ability to manage multiple priorities and meet deadlines
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A collaborative and proactive approach to teamwork
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What We Offer
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At DP Wealth Advisory, we believe excellent people deserve a great workplace.
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A supportive and collaborative team environment
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Exposure to a broad range of client strategies and advice scenarios
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Career progression opportunities within a growing advice business
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Ongoing career development and training support
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A modern office workplace in Toowoomba
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Flexible work arrangements available
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Competitive remuneration based on skills and experience
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Why Join DP Wealth Advisory?
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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.
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📌 Paraplanner/strategist Toowoomba (Australia)
🏢 DP Wealth Advisory
📍 Australia
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