The Business

Our client is a growing and established advisory firm with a strong reputation in the industry. Specialising in Superannuation, Insurance, Estate Planning, Retirement Planning, SMSF, and more, they focus on maintaining a smaller, select group of clients to foster deeper, long-term relationships. With a team of experts boasting extensive financial markets and advisory experience, this is an excellent learning environment for any professional. Their tailored, client-first approach ensures clients achieve their financial goals.

The Opportunity

We are seeking a Paraplanner to join our client’s team and support senior advisers in delivering tailored financial advice. This role is ideal for a technical expert with a deep understanding of advice strategies who can provide consistent, high-quality support over the long term. Work Arrangement is flexible and ideally 3-4 days in the office.

The Role

• Prepare high-quality, accurate, timely, and compliant Statements of Advice (SoA's) on behalf of the advisers, demonstrating exceptional attention to detail.
• Collaborate closely with advisers to develop complex financial strategies for new and existing clients.
• Communicate effectively with advisers and clients, ensuring clear, concise, and professional interactions.
• Assist advisers in ensuring that all advice processes align with ethical, legal, and internal compliance standards.
• Perform financial modelling, insurance quantification, product research, and investment recommendations.
• Support advisers by obtaining information needed to prepare comprehensive SoA's.
• Peer review advice to ensure compliance and best practices across the firm.
• Use Xplan extensively, including Xtools, to support advice preparation.
• Assist with additional projects around implementation and technology
• Bring an open and engaging personality to contribute positively to the team and foster strong relationships.

About You

• A minimum of 5 years' experience in the financial planning sector and experience with complex strategies, particularly around superannuation and investments - lots of opportunity to learn also
• Excellent communication skills (both written and verbal) with the ability to engage confidently and professionally.
• Strong attention to detail with a commitment to delivering accurate and compliant work.
• A personable, open, and proactive mindset that enhances collaboration and teamwork.
• Proficiency in Xplan (including Xtools) and MS Office.
• Solid understanding of compliance requirements within the financial advice industry.
• Outstanding organisational and time management skills to thrive in a dynamic environment.

If you are interested in this opportunity and feel you could be a good fit, then we want to hear from you! Click the link to apply!

A little piece about us, the Godfrey Group

We are a boutique Wealth Management recruitment agency, specialising in the Financial Services Industry for the last 15 years. With our vast network of clients and financial professionals, our goal is to match your skills, personality, and competencies to one of our trusted business partners, giving you the best chance possible of finding your ideal job. Benefit from our ethos of transparency