If you're someone with great attention to detail, eager to learn and grow, have a love for problem-solving, and a passion for helping clients, we want YOU as our next Paraplanner!

Our team is looking for someone who thrives in a fast-paced, dynamic environment—someone who is ready to roll up their sleeves and make an impact from day one. If you're all about delivering top-tier service within a team that thrives on being the best, we want to chat!

Your impact zone:

• Preparing detailed financial plans and reports
• Conducting research and analysis on financial products and strategies
• Collaborating with financial planners to develop tailored client solutions
• Ensuring compliance with industry regulations and standards

Your super powers:

• Master of Organization: You can juggle multiple tasks, meet deadlines, and keep everything organized with a smile.
• Client-Focused: You genuinely care about people and want to make their lives easier by delivering outstanding financial service.
• Problem-Solving Ninja: When a challenge arises, you don’t shy away—you tackle it head-on and come up with creative solutions.
• Adaptable Go-Getter: You thrive in a fast-changing environment and are always up for learning new things and improving processes.
• Ethical and Integrity-Driven: You take pride in doing things the right way—always.
• Time Management Pro: You know how to prioritize and manage your time to keep everything on track, even when things get busy.
• Tech Enthusiast: You’re comfortable using the latest tools to streamline work and make life easier for the team and clients.

Your story so far:

• Minimum 1 years experience as a Paraplanner
• Proficiency in using XPlan software
• Strong analytical and research skills
• Excellent communication and interpersonal abilities
• High attention to detail and accuracy

What makes us awesome:

• The Impact: You’ll play a key role in helping us grow while making a real difference for our clients.
• Awesome Team Vibes: Work with a supportive, friendly, and energetic team that’s all about collaboration and success.
• Perks & Benefits: We offer a competitive salary, benefits, and a flexible work-life balance that lets you enjoy life beyond work.
• Professional Growth: We’re committed to your development and will give you the tools and opportunities to grow both personally and professionally.

Ready to jump in and make an impact? Apply today! Send us your resume and a cover letter that shows us why you’re the perfect fit for this role. Let’s make great things happen together!