Our Clients:Join an established and highly regarded skilled services firm with 100+ employees across their offices, they provide Financial Planning, Accounting and Business Services Advisory services.

We are seeking an experienced Paraplanner to join our client's Financial Planning team and provide high-quality technical and advice support to our Financial Advisers.

This role will be working with complex comprehensive advice, looking to complete around 3 plans per week.

The Role

- Prepare SOAs, ROAs and other financial advice documentation
- Conduct technical, product and strategy research across investments, superannuation, retirement and insurance
- Analyse client information and develop appropriate financial planning strategies
- Ensure advice is accurate, compliant and aligned with relevant legislation and internal processes




- Work closely with Advisers and the broader team to manage workflows and deliver advice within agreed timeframes

About You

- 3+ years' experience as a Paraplanner, ideally working with complex strategies including SMSF.
- Strong knowledge of financial planning strategies, products and regulations
- Proven experience preparing SOAs and ROAs
- Experience with Xplan or similar software
- Strong technical, research and analytical skills
- MUST BE AUSTRALIAN CITIZEN TO APPLY

Benefits

- Fully remote opportunity
- Work with a Leading Financial Services business that has been around for over 75 years.
- Stable Permanent position and open to part-time
- Great work life balance
- Work with low volume, high quality advice

Please Apply or email [email protected] for a confidential conversation.

📌 Remote Paraplanner - Established Advice Practice (Brisbane)
🏢 CANDOR Recruitment
📍 Brisbane