About us

We believe that Financial Planning is only dull and boring when it's delivered by dull and boring people. We make it fun and exciting. We're selective about who we bring into our team. Culture is important to us. We have really high standards. We love a challenge. Clients are the lifeblood of what we do - so we treat them accordingly. We love our referral partners. We fully support our people when they want to improve and develop themselves. We have the best clients, so we want the industry's best people serving them. We like celebrating wins and we also like digging deep when it's required. We love our work, love our clients, love our team and love seeing people succeed.

And because of all of this, we're growing. So if you want to come along for the ride, join our team!

About the role

This role is available in either of our Brisbane or Sunshine Coast offices.

We are seeking an experienced Paraplanner / Office Manager to join our team in either of our Brisbane or Sunshine Coast offices. We are a leading Financial Planning group who gives Retirement, Superannuation, Insurance and Investment advice to our long-term clients. In this full-time role, you will be responsible for providing comprehensive administrative and paraplanning support to our Financial Advisers, ensuring the delivery of high-quality client services. We bring a fresh approach to our work and put our clients at the heart of everything we do.

What you'll be doing

• Preparing professional and compliant statements of advice, implementation, data analysis and research
• Providing administrative support, including client file management, correspondence and scheduling
• Assisting in the maintenance of client portfolios, insurance policies and other financial products
• Liaising with clients, product providers and other stakeholders to ensure efficient service delivery
• Supporting the wider team with various projects and initiatives as required
• Helping define and document our back office process

What we're looking for

• Someone who wants to master their craft (or has already mastered it)
• Minimum 5 years' experience in a paraplanning or similar financial services role
• The ability to give direction to the administration teams
• Someone who can chat to our great clients either in person or on the phone
• Strong attention to detail and excellent written and verbal communication skills
• Proficient in using financial planning software (Compass/XPLAN) and Microsoft Office suite
• Someone who knows how to make Financial Planning fun and interesting (just like we do)
• The ability to think on your feet with minimal instruction
• A genuine passion for providing exceptional client service

What we offer

At Strategic Solutions Australia / Fiorente Advisory, we are committed to creating a positive and supportive work environment. We offer a competitive salary, opportunities for career development and flexible working arrangements. We are a social office who invests in our people.