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
Solid understanding of retirement strategies, superannuation and pensions
n
High attention to detail and solid 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, skilled advice team
n
Stable role with long‐term prospect
n
n
Seniority level
n
Not Applicable
n
Employment type
n
Full‐time
n
Job function
n
Finance
J-18808-Ljbffr
📌 Paraplanner New South Wales
🏢 Advice2Talent
📍 New South Wales
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.