About the role
Our client is a growing, self-licensed financial advice firm seeking a Paraplanner to support a team of advisers delivering high quality strategic advice.
This is predominantly a paraplanning focused role with exposure to complex client strategies, research, modelling and advice preparation.
Ideal for either a career paraplanner or someone seeking future career progression opportunities in financial planning.
Prepare simple, standard and complex SOAs
Conduct strategy, product and technical research
Build projections using Xplan Xtools
Peer review advice documents
Model superannuation, retirement and investment scenarios
Skills & Experience
Previous experience in financial planning as a paraplanner
Strong Xplan skills, including Xtools proficiency
Relevant qualifications is ideal (not mandatory)
Strong technical knowledge across wealth strategies
Strong attention to detail
Benefits
KPI based discretionary bonus structure
Adaptable start and finish times
Structured training and development pathways
Career progression opportunities within a growing firm
About the company
Our client is a well-established financial advice business with more than 15 years of success and a growing national footprint.
With over 100 employees across multiple offices, they provide holistic fee for service advice to a diverse client base, including professionals, business owners, families and high-net-worth clients.
The business is continuing to expand through acquisition and organic growth, with a clear vision to become a leading national advice firm.
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