Richmond Private Wealth has an excellent opportunity available for a driven Paraplanner to join our team in South Perth, Western Australia. As a Paraplanner, you will play a crucial role in supporting our financial advisers, providing high-quality research and analysis to deliver comprehensive financial plans for our valued clients.
What you'll be doing
Conduct detailed research and analysis to develop tailored financial plans for clients
Prepare comprehensive client reports and statements of advice
Stay up-to-date with changes in legislation, regulations, and industry best practices
Collaborate with the broader financial planning team to ensure a seamless client experience
Provide administrative support to the financial planning team as required
What we're looking for
Relevant tertiary qualifications in finance, accounting, or a related field
At least 2 years of experience as a Paraplanner or in a similar financial planning role
Strong research, analytical, and problem-solving skills
Excellent written and verbal communication skills
A detail-oriented and organised approach to work
A commitment to ongoing professional development and staying up-to-date with industry changes
Eligibility to work in Australia
What we offer
At Richmond Wealth, we are dedicated to creating a supportive and fulfilling work setting for our employees. As a Paraplanner, you will have access to:
Competitive remuneration and performance-based bonuses
Ongoing training and development opportunities
Flexible work arrangements, including the option to work from home
A team-oriented and inclusive team culture
About us
Richmond Private Wealth is a highly respected financial planning firm based in South Perth, Western Australia. We are committed to providing our clients with personalised, strategic financial advice to help them achieve their financial goals. Our team of experienced and dedicated professionals is passionate about making a positive difference in the lives of our clients.
If you are excited about this prospect and believe you have the skills and experience to excel as a Paraplanner at Richmond Private Wealth, we encourage you to apply now.
📌 Paraplanner South Perth
🏢 Richmond Wealth
📍 South Perth
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.