Job Description
Join a respected advice practice where your work genuinely makes an impact.
n
This established financial planning business has built a strong reputation through long-term client relationships, personalised advice and a genuinely holistic approach to wealth creation. With approximately 200 ongoing advice clients, including SMSF clients, they are seeking an experienced Paraplanner to become a key part of their close-knit team. The business is known for its collaborative culture, client-first philosophy and commitment to achieving positive financial outcomes for every client.
n
Working closely with two Advisers and a supportive administration team, you will take ownership of the paraplanning function and play a critical role in delivering high-quality advice efficiently and accurately.
n
The Opportunity
n
This is a hands-on role with a strong focus on annual review work and ongoing client service.
n
Key responsibilities include:
n
n
Tracking ongoing client reviews
n
Preparing annual ROAs and SOAs where required
n
Producing WealthSolver, Risk Researcher and modelling comparisons
n
Preparing paraplanning requests and advice documentation
n
Managing implementation
paperworkSupporting




SMSF and wealth management clients
n
Assisting with overflow administrative tasks when required
n
n
About You
n
n
Previous paraplanning experience within financial planning
n
Strong knowledge of ROAs and SOAs
n
Excellent attention to detail and technical writing skills
n
Understanding of superannuation, investments and personal insurance advice
n
Strong organisational and time management skills
n
Ability to work autonomously and manage competing priorities
n
A cooperative, client-focused approach
n
n
Why Join?
n
n
Established and highly regarded advice business
n
Loyal ongoing client base
n
Close-knit and supportive team
n
Variety across wealth management and SMSF clients
n
Direct exposure to experienced Advisers
n
Genuine ownership of your work
n
Professional, values-driven culture focused on delivering great client outcomes
[hrkacgroup.com.au]
n
n
This is a fantastic opportunity for a Paraplanner who enjoys being part of a collaborative team and wants to play an important role in delivering exceptional advice outcomes.
#J-*****-Ljbffr

📌 Paraplanner (Victoria)
🏢 FS Recruitment Solutions
📍 Victoria