Synectic is a Tasmanian-owned, state-wide advisory and accounting firm of around 40 brilliant and dedicated team members. We offer an exciting workplace in a rapidly growing business where people come first and change is embraced.

The chance

In this role you will need to:

- Demonstrate a high level of professionalism

- Maintain your technical knowledge, including:

- Investment products and managers

- Superannuation contributions and strategies

- Centrelink / Aged care

- Insurance products

You will have the opportunity to:

- Work with a quality client base, including some of Tasmania's most successful individuals and family groups, with diverse investment portfolios

- Develop a deep understanding of clients’ objectives by working closely with Synectic’s accounting and business services professionals

- Be trusted to build relationships with clients

- Receive personal mentoring and opportunities to progress your career

Your responsibilities will include:

- Assist Financial Advisers to develop high-quality strategies to support clients

- Maintain an accurate client database (using a CRM)

- Prepare Statement of Advice (SoA) and Record of Advice (RoA) documents

- Undertake data modelling and scenario comparisons to support strategic recommendations

- Prepare and lodge insurance quotes and applications

- Prepare client review documents

- Communicate and follow up with a variety of internal and external stakeholders

- Assist with preparing quarterly and annual client reports

- End of Financial Year compliance tasks for internal and external clients

- Assist our senior Client Services Administrators as required

This is a rare opportunity to join a high growth and supportive professional services team who contribute positively to the broader community.

What we’re looking for

To secure this role, you're going to love your profession and be genuinely excited by a career in the financial planning industry. You’ll thrive here if you:





- Communicate clearly and write well

- Are comfortable with technology and pick up new systems quickly

- Take initiative, use good judgement, and act independently within established guidelines

- Can handle conflicting priorities and meet deadlines

- Enjoy being part of a team and pulling in the same direction

Desirable:

- Experience in the Financial Planning industry

- Experience with Xplan/ Compass or similar software is desirable, but not essential

- A diploma, advanced diploma or a degree in Paraplanning, Financial Planning or other relevant degree that complements the position

About us

Our purpose is to enhance the prosperity of our people, clients and community. We have a strong team culture and a long-standing reputation for excellent work - some of Tasmania’s most successful people and businesses choose to work with us.

As an Employer of Choice, we’re recognised by our team, business leaders and the Tasmanian Government for the way we look after our people.

Benefits

We look after our team with a range of benefits, including:

- Modern offices and industry-leading technology

- Training and mentorship from an experienced, supportive team

- Real opportunities to grow your career if you choose to

- Four weeks annual leave, with a salary sacrifice option to purchase up to four weeks more

- A ‘Synectic Day’ – extra time off to ease the pressure when life gets busy

- Support through our Employee Assistance Program

- Team activities that support your wellbeing and connection with colleagues and community

- A team who work hard, have fun, and genuinely enjoy what they do

How to apply

If this sounds like you, we’d love to hear from you. Apply through the Seek link with your resume and a one-page cover letter telling us a little about you and why this role appeals. Applications need to come through Seek rather than email, and we may start interviews early – so don’t sit on it.

If you have questions about this opportunity, please contact Naomi Close on (03) 6424 1***.

📌 Paraplanner (Devonport)
🏢 Synectic
📍 Devonport