26 Sep
|
Hewison Private Wealth
|
Victoria
26 Sep
Hewison Private Wealth
Victoria
Job Description
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Hewison Private Wealth is an award-winning, independent financial advice and wealth management firm based in Melbourne. As a purpose led organisation and a premium brand in our industry, we are dedicated to delivering excellence for our clients.
Position Overview n
We are currently seeking an experienced Paraplanner to join our Planning team on a 6-12 month contract.
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This is an exciting chance to play a key role in the delivery of high-quality financial advice through the preparation of technically sound, compliant advice documentation and modelling for our Wealth Advisers.
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You will bring strong technical knowledge across superannuation, retirement, investment, insurance and taxation strategies, and a high level of accuracy in translating complex advice into clear, compliant client documentation.
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This is a 6–12 month fixed-term contract opportunity, with an immediate start highly desirable – ideal for an experienced paraplanner looking to make an immediate impact within a collaborative, high-performing advice team.
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This role suits a detail-oriented paraplanner who thrives in a fast-paced workplace and takes pride in the accuracy and quality of their work.
What is in it for you n
We’re proud of the environment we’ve created – one where our people feel supported, valued and inspired to do their best work. From a strong team culture to great benefits and opportunities for growth, here are some reasons to want to join our team:
A culture where you’ll thrive: n
Our culture is one of our greatest strengths. You’ll join a team that genuinely lives its values – Fun, Family, Empowerment, and Excellence. We celebrate wins, support each other, and show up with pride and purpose.
A well-connected location that supports your active lifestyle: n
Based on St Kilda Road (Melbourne), with modern office facilities and end-of-trip amenities so you can walk, jog or ride to work with ease.
Various benefits and leave entitlements: n
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- Monthly massages
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- Gym subsidies
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- Corporate volunteering opportunities
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- Various leave options
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Commitment to professional growth: n
Access to learning opportunities to support career development and continuous learning.
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📌 Paraplanner (Victoria)
🏢 Hewison Private Wealth
📍 Victoria