About the role

This Paraplanner role at Quantum Paraplanning offers an exciting opportunity to join a dynamic and growing onshore outsourcing team. As a Paraplanner, you will play a crucial part in supporting financial advisors in providing tailored investment and wealth management solutions to their clients.

What you'll be doing

Conduct comprehensive research and analysis to prepare detailed financial plans and recommendations for clients

Collaborate with financial advisors to understand client goals and financial situations

Write up comprehensive financial planning reports and presentations

Stay up-to-date with changes in financial regulations, products and industry best practices

What we're looking for

Relevant tertiary qualification in finance, accounting or a related field

Minimum 2-3 years' experience as a Paraplanner or similar role in the financial services industry

Strong analytical and problem-solving skills with attention to detail

Excellent written and verbal communication abilities to convey complex financial information

Proficient in using financial planning software and Microsoft Office applications

Knowledge of financial products, investment strategies and regulations

Passion for providing exceptional client service

What we offer

At Quantum Paraplanning, we are committed to supporting our employees' professional and personal growth. You'll enjoy a competitive salary, ongoing training and development opportunities, and a collaborative team environment. We also offer flexible work arrangements to support your work-life balance.

About us

Quantum Paraplanning is an onshore outsourcing Paraplanning business for financial planning practices within Australia. Quantum Paraplanning provides a support structure for financial advisers, to streamline and simplify the financial advice process. Our mission is to provide quality supporting research and paraplanning services for all licensees and self-licensed practices throughout Australia.

If you're ready to take the next step in your Paraplanning career, apply now to join the Quantum Paraplanning team.