Our client is a respected financial advice firm with a substantial fee‑for‑service client base, specialising in retirement, superannuation and strategic advice.
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They are seeking an experienced Paraplanner to support 2 advisers with strategy development and documentation, particularly for retirement and recontribution strategies.
About the Role n
You will work closely with advisers to support high‑quality advice delivery, including:
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Fact find conditioning and strategy support
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Preparation of Statements of Advice (SoAs and RoAs)
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Supporting retirement planning, pension and recontribution strategies
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Working within established advice frameworks and processes
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Liaising with advisers to ensure accuracy and quality of advice documents
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About You nn
3‑5+ years’ experience as a Paraplanner in an Australian advice firm
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Strong understanding of retirement strategies, superannuation and pensions
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High attention to detail and strong written communication skills
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Comfortable working closely with advisers in an office‑based setting
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Experience with Midwinter highly regarded
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What’s on Offer nn
Salary guide: $90,000 – $110,000 + super (depending on experience)
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Work with an established, loyal client base
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Supportive, qualified advice team
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Secure role with long‑term opportunity
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