Job Description
Base Pay Range
n
$90,******/yr – $110,******/yr
n
Location
n
Newcastle, New South Wales, Australia
n
Our client is a respected financial advice firm with a substantial fee‐for‐service client base, specialising in retirement, superannuation and strategic advice.
n
They are seeking an experienced Paraplanner to support 2 advisers with strategy development and documentation, particularly for retirement and recontribution strategies.
n
About the Role
n
You will work closely with advisers to support high‐quality advice delivery, including:
n
n
Fact find conditioning and strategy support
n
Preparation of Statements of Advice (SoAs and RoAs)
n
Supporting retirement planning, pension and recontribution strategies
n
Working within established advice frameworks and processes
n
Liaising with advisers to ensure accuracy and quality of advice documents
n
n
About You
n
n




3‐5+ years' experience as a Paraplanner in an Australian advice firm
n
Strong understanding of retirement strategies, superannuation and pensions
n
High attention to detail and strong written communication skills
n
Comfortable working closely with advisers in an office‐based environment
n
Experience with Midwinter highly regarded
n
n
What's on Offer
n
n
Salary guide: $90,000 – $110,000 + super (depending on experience)
n
Work with an established, loyal client base
n
Supportive, professional advice team
n
Stable role with long‐term chance
n
n
Seniority level
n
Not Applicable
n
Employment type
n
Full‐time
n
Job function
n
Finance
#J-*****-Ljbffr

📌 Paraplanner (New South Wales)
🏢 Advice2Talent
📍 New South Wales