11 Oct
|
Advice2Talent
|
New South Wales
11 Oct
Advice2Talent
New South Wales
Base Pay Range$90,******/yr – $110,******/yrLocationNewcastle, New South Wales, AustraliaOur client is a respected financial advice firm with a substantial fee‐for‐service client base, specialising in retirement, superannuation and strategic advice.They are seeking an experienced Paraplanner to support 2 advisers with strategy development and documentation, particularly for retirement and recontribution strategies.About the RoleYou will work closely with advisers to support high‐quality advice delivery, including:Fact find conditioning and strategy supportPreparation of Statements of Advice (SoAs and RoAs)Supporting retirement planning,
pension and recontribution strategiesWorking within established advice frameworks and processesLiaising with advisers to ensure accuracy and quality of advice documentsAbout You3‐5+ years' experience as a Paraplanner in an Australian advice firmStrong understanding of retirement strategies, superannuation and pensionsHigh attention to detail and strong written communication skillsComfortable working closely with advisers in an office‐based environmentExperience with Midwinter highly regardedWhat's on OfferSalary guide: $90,000 – $110,000 + super (depending on experience)Work with an established, loyal client baseSupportive, qualified advice teamStable role with long‐term opportunitySeniority levelNot ApplicableEmployment typeFull‐timeJob functionFinance
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📌 Paraplanner (New South Wales)
🏢 Advice2Talent
📍 New South Wales