Job Description

Join a large, well-established accounting and wealth management firm that prides itself on delivering tailored strategic and investment advice. The practice is self-licensed, offering autonomy and flexibility while maintaining a strong reputation for excellence.

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Company Overview

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Join a large, well-established accounting and wealth management firm that prides itself on delivering tailored strategic and investment advice. The practice is self-licensed, offering autonomy and flexibility while maintaining a robust reputation for excellence.

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Role Overview

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As a Paraplanner you will play a key role in supporting the advice team with strategy construction and research. This position is based in Melbourne's Eastern Suburbs and offers the opportunity to work closely with advisers and leadership in a collaborative environment.

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Key Responsibilities:

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- Assist advisers with the development of financial advice strategies
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- Prepare research documents and model scenarios.
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- Liaise with the support team and advisers to ensure smooth execution
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- Maintain compliance standards
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Skills & Experience

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- Strong attention to detail and organizational skills
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- Ability to manage multiple tasks and deadlines
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- Excellent communication and client relationship skills
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- Familiarity with financial planning processes and compliance
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- Proficiency in Microsoft Office and CRM systems
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What's on Offer

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- Free daily lunches
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- Paid income protection and professional memberships
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- Supportive, inclusive culture with career development opportunities
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Click 'APPLY'or contact Shauna Callaghanat ***************@profusiongroup.com.

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We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.

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📌 Paraplanner (Victoria)
🏢 Profusion Group
📍 Victoria